Accountmanager junior/medior
Core
Serve as the primary contact for financial sector clients, building relationships and delivering smart solutions that combine data, technology, and customer interaction.
Role type
Junior/Mid-level Account Manager
Builds
Client relationships and tailored solutions for banks, insurers, and advisory firms
Domain
Financial services / B2B Account Management
Deliverable
dashboards & analysis
Required skills
Relationship building, analytical thinking, process understanding, dashboard usage, automation/AI affinity, Excel proficiency
Preferred skills
Background in business studies, data, or commerce; experience with data streams and systems
Responsibilities
Conduct periodic meetings with clients on collaboration and processes; generate insights using dashboards and reports; identify opportunities for automation and AI application; collaborate with Sales, Data & Analytics, and Customer Care teams
Seniority
Junior/Mid-level, 0-3 years experience