Associate - Account Management (India PE)

About the role

As an Account Associate, you will play a vital role in driving engagement with clients across Third Bridge’s Expert Calls and Library offerings. You will proactively contact investment professionals and/or consultants within our client base on a day-to-day basis, building rapport and credibility to drive end-users towards our services.

What you'll do

• Support Account Managers on renewals and cross-sell opportunities by working closely with them to execute on territory and account plans to achieve strategic goals
• Maintain and update team structures, client user preferences, client investment coverage sectors and geographies, and pertinent account and contact data in our systems
• Collaborate with internal stakeholders - legal, marketing, research, sales and product teams, to ensure client requests are executed quickly and effectively
• Attend internal and external meetings punctually and well-prepared
• Address and/or triage inbound client questions and requests; assess solutions and next steps alongside the Account Manager and execute the agreed approach

What you need

• Cross-selling
• Sales
• Upselling
• Learning and development
• Insurance
• Any graduate