Account Manager

Company Description Umang Kabra and Associates is a professional services firm focused on delivering reliable financial and advisory solutions to individuals and businesses. The firm emphasizes accuracy, transparency, and client-centric service in all engagements. Team members collaborate closely with clients to understand their needs and provide tailored support. Working at Umang Kabra and Associates offers opportunities to build expertise, grow professionally, and contribute to long-term client relationships.
Role Description The Account Manager is a full-time, on-site role based in Sikar, responsible for managing client accounts and ensuring high-quality service delivery. Responsibilities include maintaining regular communication with clients, understanding their financial and advisory requirements, and coordinating internal resources to meet those needs. The role involves preparing and reviewing documentation, tracking deadlines, and ensuring compliance with relevant processes and standards. The Account Manager will monitor account performance, identify opportunities for improvement, and support business development by nurturing strong, long-term client relationships. This position requires close collaboration with internal teams, proactive problem-solving, and consistent follow-up on client queries and tasks.
Qualifications
Ability to manage client relationships, handle inquiries professionally, and maintain a high level of customer service.
Strong organizational and time-management skills, with the capacity to prioritize tasks and meet deadlines.
Solid analytical and numerical skills, with attention to detail in reviewing documents and account information.
Effective written and verbal communication skills, including the ability to explain information clearly and concisely.
Proficiency with office productivity tools and basic financial or accounting software (experience with industry-specific tools is an advantage).
Demonstrated ability to work collaboratively in an on-site team environment in Sikar and adapt to evolving client needs.
Bachelor’s degree in Business, Commerce, Finance, or a related field; relevant professional certifications are a plus.
Prior experience in account management, client servicing, or a similar role within a professional services or financial firm is preferred.

Work arrangement
No