Account Manager- Client Service - Mumbai
Stalwart Management Consulting
Product features explanations person
- Account Manager: this time the preference is for people with finance related domain knowledge. Please who have completed their CFP / CFA and with atleast 2 years of experience. Good communication skills and self-driven personality.
Designation: Account Manager- Client Service
• This is a customer facing role. It involves training and customer support for the accounting / finance teams of Asset Vantage customers in India.
• Build long-term relationships with customers and their finance teams.
• Responsible for communication with India customers. Ensure product features/roadmap are effectively communicated with existing customers.
• Training to be provided on on-boarding of historic data and on ongoing data entry. Train on methods to reconcile investment data entered in the system and make sure it is matching with investment statements.
• Build robust processes for tracking implementation progress, ongoing services, client communication, etc.
• Post training, keep in contact with the customer’s finance team ensuring that data in being on-boarded seamlessly and reports are being reviewed by the family. Resolve any queries.
• Coordinating periodic communication with the finance team on upgrades / new features / bug fixes.
• Understanding issues / bugs on the system and ensuring these are filed and tracked for resolution
• Identifying possible feature upgrades and optimizations based on client interactions and personal hands-on experience while working with client teams and soliciting feedback
• On the feet problem identification and resolving w.r.t internal and external issues in the system
• Learning and understanding investments management and accounting
• Learning different types of investment structures (custodians, banks, etc.) and the type of transactional feed coming from these. Identify how the platform can be improved to match the feeds.
• Learning and exploring different type of data feed on bankable assets (equities, mutual funds, bonds, hedge funds, etc.), identify the sources and cleanse the data to match the platform’s requirement.
Reporting: This role will report to the
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