Bba Finance Research

1 day ago

Sinhgad Road Pune Maharashtra, India Billion Asset Full time

**Wealth Management Associate - Sales & Analyst**

**About Us**:
We are a leading PMS & Wealth Management company, helping HNI and UHNI clients achieve their financial goals through customized portfolio strategies. Our focus lies in delivering superior risk-adjusted returns, backed by research-driven investment solutions. We are looking for a **BBA/MBA Finance professional** with a **sharp analytical mind and strong communication skills** to join our dynamic team.

**Key Responsibilities**:

- Assist in portfolio analysis, performance tracking, and preparation of client review reports.
- Conduct market research, competitor analysis, and investment strategy comparisons.
- Pitch PMS, AIF, mutual funds, and other wealth products to HNI clients.
- Prepare and deliver presentations for client meetings and investment proposals.
- Support the business development team in client acquisition and relationship management.
- Create MIS, dashboards, and financial reports for internal and client use.

*
- **Skills & Competencies**:
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- Strong **analytical and research abilities** with a keen interest in capital markets.
- Excellent **presentation and communication skills** (verbal & written).
- Ability to understand client needs and pitch appropriate investment solutions.
- Proficiency in **MS Excel, PowerPoint, and basic financial modeling**.
- Knowledge of PMS, AIFs, and mutual funds is an added advantage.

**Eligibility**:

- **Education**: BBA (Finance) or MBA (Finance/Investment/Wealth Management).
- **Experience**: 0-3 years in wealth management, PMS, investment advisory, or BFSI roles.
- Fresh MBA graduates with strong presentation and analytical skills are welcome.

**Job Types**: Full-time, Permanent

Pay: ₹25,000.00 - ₹30,000.00 per month

Work Location: In person

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