Job Title

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 8806018679 .