Account Manager

Ambit Pvt Ltd
INR 8 lakhs-10 lakhs
25 Jun 2021
24 Aug 2021
Job Function
Wealth Management
Employment Type
Full Time

Ambit Wealth Team is hiring!!

Account Manager- Client Relations

Key Responsibilities Required:

  • Looking for someone that is comfortable taking existing dormant client contacts and re-opening relationships and getting clients to engage with us
  • Strong communication skills, willing to reach out to new clients and set up meetings each week.  
  • Setting up meetings with dormant clients database
  • Access to own set of clients preferred
  • Strong experience selling Equities and Equity PMS
  • Alternatively can be from wealth background and be a Wealth Manager profile that is knowledgeable with PMS sales and willing to create relationships and manage sales for equities, PMS and also ultimately debt and alternate products
  • Primary role will be selling in house PMS, but knowledge and ability to sell additional products like MLDs, debt, corporate bonds preferred
  • No sales targets.
  • Should have knowledge about asset allocation, portfolio analytics
  • Should have good knowledge of excel and its various functions
  • Should have good knowledge of  Portfolio Monitoring and Review Models

Key Skills Required:

  • Ability to scan the business and its environment and apply to the area of delivery
  • Excellent written and verbal communication in English language.
  • Strong presentation & communication skills.
  • Be willing to seize initiatives and opportunities
  • Possess mature negotiation and commercial skills
  • Organized, self – starter & passionate


  • A team player
  • Proactive
  • Result oriented
  • A learner

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