Account Services Analyst

DriveWealth is hiring an Account Services Analyst for our Mumbai, India office. Reporting directly to the Head of India, this role prioritizes client and partner coordination alongside high-level executive support and India business operations. We are looking for mature, dynamic individuals who excel in fast-paced, high-growth environments and can drive operational and client success across the region.

• Client & Partner Coordination: 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
• India Business Operations: Support day-to-day India business operations, including vendor coordination, office administration, and regional reporting
• Executive & Regional Support: Provide strategic leverage and operational support directly to the Head of India, managing calendars, travel logistics, expense reports, and regional priorities]
• Sales Enablement & Pitch Preparation: Assist in preparing client-facing materials, tailored pitch decks, briefing documents, and market research for sales meetings and partner engagements
• Relationship Management Support: Act as a key liaison for existing India client relationships, tracking follow-ups, resolving routine inquiries, and maintaining CRM/pipeline records
• Cross-Functional Coordination: Facilitate communication between India leadership, clients, external partners, and global internal teams (product, compliance, operations)
• Workplace Experience: Act as the face of our India offices by greeting guests and candidates at reception. You will manage the daily food and beverage operations (team lunches and snacks) and ensure the office environment is organized and professional
• Events: Plan and execute internal and external gatherings, including team onsites, offsites, and partner visits, handling everything from venue sourcing to catering and transportation
• Discretion: Handle sensitive information with a high degree of professionalism, discretion, and emotional intelligence
  
  

• 3+ years of experience in account management, client success, sales operations, or executive support within financial services or fintech
• Proven track record supporting client relationships, sales pipelines, and regional business development initiatives in India
• High agency and proactive ownership; ability to manage multiple client and internal priorities for executive leadership without prompting
• Strong communication and presentation skills, with experience preparing high-impact client pitch decks and executive briefings
• Systems-thinking skills and proficiency in CRM tools (e.g., Salesforce) and Google Workspace to streamline operational workflows
• Strong English communication skills (written and verbal) are essential, along with exceptional cross-cultural negotiation and relationship-building abilities
• A "force multiplier" mindset, naturally anticipating the needs of the Head of India and regional partners
• High emotional intelligence and discretion when handling sensitive commercial, partner, and operational data
  
  

• Understanding of 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 are a plus but not required
  
  

This role is open to candidates in the following locations: Mumbai, IN

• This role is expected to come into the office on a cadence set by the Hiring Manager/Team.
• If you're not based in the listed location above, this role is not a fit, and we cannot accommodate remote work outside this location.
• Applicants must be authorized to work for any employer in the U.S. DriveWealth does not sponsor or take over sponsorship of an employment visa at this time.