Job Title: Wealth Manager
Location : Baner, Pune 411045.
Experience: We are hiring upto 0.to 2 years of experience employees, those who worked in the financial Services industry: (e.g. portfolio management firms , Banking sector ,Mutual Fund and Insurance industry)
Employment Type : Full-time field work job.
Industry: Financial Services.
Overview Orgnation Profile: https://awsolutionsllp.com/
What you can expect from Ascending Wealth Solutions LLP to join us;
Salary & Benefits
• Monthly Salary: ₹20,000 – ₹30,000 per month.
• Incentives*: Lucrative performance-based Monthly incentives.
• Recognition*: Special recognition and rewards upon achieving monthly targets.
Company Description
Ascending Wealth Solutions LLP is a wealth consulting and portfolio management firm dedicated to serving clients with diverse financial needs. Founded by seasoned financial experts with over 16 years of experience, the firm specializes in finance and taxation planning. Ascending Wealth Solutions aims to provide personalized strategies to help clients achieve their financial goals. The firm is committed to delivering exceptional service and ensuring continuous growth and stability for its clients.
Role Description
This is a full-time, on-site role for a Wealth Manager, located in Pune. The Wealth Manager will be responsible for managing and optimizing investment portfolios, conducting financial analysis, and implementing effective trading strategies. Day-to-day tasks include monitoring market trends, evaluating financial data, identifying investment opportunities, and advising clients on portfolio performance. Collaborating with other financial experts to develop customized strategies for clients is also an integral part of this role.
Qualifications
- 1.Strong expertise in Portfolio and Investments Management.
- 2.Past experience in financial consulting, wealth management, or related fields.
- 3.Knowledge of investment strategies, financial markets, Banking Products & the insurance market. Thorough understanding of finance principles.market trends, and risk assessment.
- 5.Ability to analyze and understand client financial needs.
- 6.Strong problem-solving, decision-making, and organizational skills.
- 7.Excellent communication and interpersonal skills to build and maintain client relationships
- 8.Any graduation in finance.
- 9.Previous experience in a Wealth Management or similar role.
KRA of Wealth Manager
1. Act as the primary liaison between the business and customers.
2. Ensure existing customers have suitable products, scout new markets, and engage potential leads.
3. Represent the face of the company, handling various tasks from customer relations to competitive analysis.
4. Manage and nurture customer relationships while pursuing new sales avenues.
5. Lead Generation through Tele calling , Social media , Activities in corporate and societies.
6.Acquire new clients and manage their accounts.
7.Drive business development strategies & Growth of the organization.
8. Provide timely reports to clients and management.
9.Identify new opportunities for both existing and prospective clients for business development.
10. Uphold ethical standards in client interactions.
11.Ready for everyday field work to serve clients for their needs.
Why you to Join Us:
1. Opportunity to spearhead diverse products & Taxation services.
2. Dynamic role with significant autonomy.
3. Contributing to client financial success.
4. Collaborative and growth-oriented work culture.
Join us in empowering clients to achieve their financial aspirations!
How to apply
- 1.You Can apply on Linked in.
- 2.Approch on
- 3.Text on -9822500981.
Best Regards,
Atul Tak
Founder, Ascending Wealth solutions LLP
Baner, Pune, Maharashtra.
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