Account Manager for Private Wealth Management Firm

Account Manager Client: Leading Private Wealth Management Firm Location: Mumbai Experience: 2–5 Years Education: Graduate/Postgraduate (MBA/CA preferred) Role Overview Work closely with senior Private Bankers to drive client acquisition, AUM growth, and portfolio management for HNI and professional clients. Key Responsibilities Client Acquisition (≈65%) Identify monetization events (stake sales, fund raising, IPOs, real estate, block deals). Build strong referral networks with IBs, PE professio…