Account Manager - Preferred
Anand Rathi Share and Stock Brokers Ltd
5 - 10 years
Pune
Posted: 15/12/2025
Getting a referral is 5x more effective than applying directly
Job Description
Account Manager Pune
Account Manager responsible for supporting RM in managing relationships with Affluent & Super Affluent clients (1 Cr+ investments). The role involves offering tailored investment advice, and delivering exceptional service standards.
Key Responsibilities
- Acquire preferred clients (Affluent & Super Affluent) .
- Prepare reports and coordinate transactions with AMCs.
- Assist Wealth RMs in servicing clients.
- Generate leads, cold call, and facilitate prospect meetings.
- Collaborate with product/research teams on portfolio solutions.
Qualifications
- Post Graduate with 1+ years of experience in private banking/wealth management.
- Strong analytical and client relationship management skills.
- Experience selling Mutual Funds, PMS, Structured Products.
- Experience in cold calling and lead Generation.
How to Apply
Send your CV to or WhatsApp at .
Services you might be interested in
Improve Your Resume Today
Boost your chances with professional resume services!
Get expert-reviewed, ATS-optimized resumes tailored for your experience level. Start your journey now.
