Account Manager

Recruiter ,
22 Sep 2021
21 Nov 2021
Client Relations
Industry Sector
Finance - General
Employment Type
Full Time

About Ambit

Ambit is a leading provider of financial advice and capital offering customised solutions in the areas of Investment Banking (Corporate Finance and Equity Capital Markets), Institutional Equities & Research, Asset Management, Wealth Management, and SME Lending

Designation  Account Manager- Client Relations

Department-  Wealth Management

Expected – Relevant Years of Experience: 0-1year

Location- Mumbai

Education Qualification- CFA


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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