Ashish Vishnoi

About Ashish Vishnoi

I am a Lead Account Manager in WealthTech, driving end-to-end delivery, client success, and large-scale product implementations across the advisory and distribution ecosystem MFDs, Brokers, RIAs, and RAs.My career has grown from frontline sales to client service, vertical ownership, key account management, and now leadership. This journey has given me a deep understanding of partner needs, operational challenges, and product execution at every level.I have led and delivered critical integrations including NSE, BSE, MFU, LAMF (Volt & Smallcase), CFD (Shriram & Bajaj), LD Broking, and Model Portfolios, ensuring seamless rollout and adoption across top clients.Today, my role spans: Team Leadership & MentoringGuiding the account management team, building capabilities, improving delivery quality, and creating scalable processes. Strategic Account OwnershipManaging high-impact accounts, driving platform adoption, and aligning product capabilities with business outcomes. Delivery & Execution ExcellenceTaking full ownership of module implementations, timelines, coordination, and client expectations across multiple stakeholders. Cross-Functional CollaborationWorking closely with tech, product, and operations to translate client needs into actionable solutions and enhancements. Continuous Process ImprovementBuilding structured frameworks for onboarding, reviews, support, MIS, and client success.I operate with one clear goal:Delivering reliable, high-performing WealthTech experiences that clients trust, teams can scale, and businesses can grow with.

Experience

1. Lead Account Manager

   MIDASX Official

   Dec 2025 — Present · Mumbai, IN

   Leadership, Team Building & MentoringLeading and mentoring the Account Management team, guiding them in delivery, client handling, and process excellence.Building team capability through structured training, knowledge sharing, and performance coaching.Creating a culture of accountability, collaboration, and continuous improvement. Strategic Account OwnershipManaging top-tier accounts across MFDs, Brokers, RIAs, and RAs, ensuring high satisfaction, retention, and consistent delivery.Acting as the escalation point for strategic clients and ensuring seamless resolution through cross-functional coordination. Delivery, Execution & ImplementationLeading delivery of major WealthTech integrations including NSE, BSE, MFU, LAMF, CFD, LD Broking, Model Portfolios, and other core modules.Overseeing execution quality, timelines, and client expectations across multiple accounts and projects. Process Creation & Operational ExcellenceBuilding scalable processes for client success, onboarding, delivery, and account governance.Implementing structured reporting, MIS, SOPs, and review mechanisms to streamline operations and decision-making. Stakeholder & Cross-Functional CoordinationDriving collaboration between tech, product, operations, and wealth teams to ensure smooth execution of all client requirements.Translating complex client needs into actionable product improvements and delivery plans. Client Success & Business ImpactEnhancing platform adoption, usage, and satisfaction through proactive engagement and strategic guidance.Identifying upsell opportunities, strengthening relationships, and aligning product capabilities with client business goals.

Education

• ITM Group of Institutions

  Master of Business Administration - MBA, Finance, General

• ITM Group of Institutions

  Master of Business Administration - MBA, Finance and Financial Management Services

  2017 — 2019

• National Institute of Securities Markets (NISM)

  Mutual fund distribution certification VA, Financial Planning and Services