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Account Manager-Client Service@Asset Vantage

Company Name Asset Vantage
Location Nariman Point, Mumbai, India
Job Type Account Manager- Client Service
Job Description

Company Profile 

Asset Vantage is a powerful technology platform built to automate investment management and accounting for HNI families. AV securely provides a complete view of a family’s entire net worth. It is home to a group of highly driven engineers, data scientists, investment experts, business leaders and wealth owners.

Job Description : 

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.

Candidates Profile :  
Candidate must be graduate
Exp: 2 to 5 years

Salary : As per company standards.


Interested candidates can mail their updated resumes at “” with the company name and profile name.

Please go through the JD carefully before applying.

Posted Date 10/02/2020