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DriveWealth

Global B2B brokerage API platform

Account Services Analyst

Account ManagementConfirmed live in the last 24 hours
Full-timeMumbai, Maharashtra, India

About the Job

Requirements

  • At least 3 years of experience in account management, client success, sales operations, or executive support within financial services or fintech.
  • A proven track record supporting client relationships, sales pipelines, and regional business development initiatives in India.
  • Ability to proactively manage multiple client and internal priorities for executive leadership.
  • Strong communication and presentation skills, including experience preparing client pitch decks and executive briefings.
  • Systems-thinking skills and proficiency in customer relationship management tools such as Salesforce and Google Workspace.
  • Strong written and verbal English communication skills.
  • Ability to handle sensitive commercial, partner, and operational data with discretion.

Responsibilities

  • Serve as the primary point of contact for clients and partners in India, coordinating meetings, follow-ups, and deliverables with internal teams and global stakeholders.
  • Support day-to-day India business operations, including vendor coordination, office administration, and regional reporting.
  • Provide operational support to the Head of India by managing calendars, travel logistics, expense reports, and regional priorities.
  • Prepare client-facing materials, tailored pitch decks, briefing documents, and market research for sales meetings and partner engagements.
  • Support existing India client relationships by tracking follow-ups, resolving routine inquiries, and maintaining customer relationship management and pipeline records.
  • Facilitate communication between India leadership, clients, external partners, and global internal teams in product, compliance, and operations.
  • Greet guests and candidates at reception, manage daily food and beverage operations such as team lunches and snacks, and maintain an organized, professional office environment.
  • Plan and execute internal and external gatherings, including team onsite and offsite events and partner visits, covering venue sourcing, catering, and transportation.
  • Handle sensitive information professionally and discreetly.

Desired Qualifications

  • Understanding of the brokerage, capital markets, or wealth management technology landscape in India.
  • Experience working with cross-functional global teams in product, compliance, and legal within financial services.
  • Korean language skills.

About the Company

DriveWealth

Global B2B brokerage API platform

DriveWealth provides a global Brokerage-as-a-Service (BaaS) fintech platform that lets banks, broker dealers, asset managers, digital wallets, and consumer brands add investing and trading to their offerings. It does this through APIs that partners integrate into their own products, providing a modern toolkit to support traditional investment workflows and newer ideas like rounding up purchases into fractional-share ownership. Compared with competitors, DriveWealth differentiates itself by its broad B2B focus and extensible API platform that enables a wide range of partner integrations, from traditional investment processes to micro-investing features, all under a scalable, partner-first model. The company's goal is to help partners embed investing experiences into their services and generate revenue by charging fees for access to its platform and services.

Company size
201-500
Company stage
Series D
Total funding
$552.8M
Headquarters
New York City, New York
Founded
2012

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