LUMIQ is seeking a proactive and customer-centric Account Manager to join our dynamic team. The
Account Manager will play a pivotal role in managing and nurturing existing client accounts and
facilitating a smooth transition of accounts from Business Development to Account Management,
according to LUMIQ’s defined processes. The successful candidate will be responsible for maintaining
robust relationships with clients, understanding their needs, and ensuring the delivery of high-quality
solutions that align with their business objectives.

Responsibilities:

• Recommending new strategies for improving customer service or increasing revenue from existing
products or services

• Fair level of understanding across following business domains:
o Investment Banking & Brokerage – Front Office, Middle Office, Back Office, Exchange and
Trade Operations and Compliance
o Asset and Wealth Management - Front Office, Middle Office and Back Office with
understanding of the business of Indian AMCs, RTA
o Securities Services – Asset Servicing(Clearing and Settlement, Custody Services, Corporate




Actions and Securities Lending), Fund Services, Alternative Investments and Institutional Services

• Training new employees in capital markets systems, procedures and policies to ensure that they are
familiar with their new jobs.

• Developing proposals for enhancing client’s data and analytics maturity and assisting with
implementation

• Providing consulting services to Investment Managers, Asset Management Company, Brokerage
Firms, Custodians regarding technology or operations issues

• Evaluating clients performance to help management identify problems that may require
intervention

• Reviewing financial statements to assess the health of a company’s finances.

• Provide expert industry insights and advice to both internal teams and external clients.

• Conduct thorough research and analysis to stay ahead of industry trends and developments.

• Lead and participate in client meetings, off

📌 Industry Consultant (Noida)
🏢 Lumiq
📍 Noida