Account Manager

Were Hiring | Account Manager Wealth Management

Mumbai

We are looking for an Account Manager (AM) to support our Relationship Managers (RMs) in delivering high-quality client-level portfolio advisory .

Key Responsibilities

Assist RMs in financial planning & portfolio strategy

Prepare portfolio performance reports (Asset Allocation & IRR)

Identify portfolio gaps vs strategic allocation & highlight actionable.

Support opportunity identification across MF, Structured Products & Alternatives

Handle client documentation & execution (MFs, SPs, DP/Broking accounts)

Attend to client queries and ensure smooth servicing

Ideal Candidate

Only for Chartered Accountants

Experience or freshers are accepted.

Strong analytical, reporting & coordination skills

Process-driven, client-focused & detail-oriented

Aspiration to grow into a Relationship Manager role.

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Note- This vacancy is only for a Chartered Accountant.