Account Manager

Company Description VARUN CAPITAL MARKET ADVISORY PRIVATE LIMITED is a financial services firm headquartered in Mumbai, Maharashtra, India. The company operates from Rajmandir B Wing, Raheja Complex, Yari Road, Andheri (West), and focuses on serving clients in capital markets and related financial domains. It provides advisory services aimed at helping individuals and businesses make informed investment and financial decisions. Team members work in a professional, client-focused environment with opportunities to develop expertise in financial products and market trends.
Role Description This is a full-time, on-site Account Manager role based in Udaipur. The Account Manager will manage client relationships, act as a primary point of contact, and ensure high levels of client satisfaction. Daily responsibilities include understanding client financial objectives, coordinating with internal teams to deliver advisory services, preparing reports and updates on portfolio performance, and resolving client queries promptly. The role also involves maintaining accurate account records, supporting client onboarding, and proactively identifying opportunities to strengthen partnerships and grow business.
Qualifications
Candidates should possess strong client relationship management, account servicing, and customer support skills.
Candidates should possess solid communication, presentation, and interpersonal skills to interact effectively with diverse stakeholders.
Candidates should possess basic financial literacy, interest in capital markets, and the ability to understand investment products.
Candidates should possess organizational and time-management skills, with attention to detail in documentation and reporting.
Relevant bachelor’s degree in business, finance, commerce, or a related field is preferred.
Prior experience in financial services, account management, or client-facing roles will be an advantage.
Ability to work on-site in Udaipur, collaborate within a team, and uphold high ethical and professional standards.

Work arrangement
No