Account Manager

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

Behavioral:

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