Private Wealth Manager

Job Description

Ascending Wealth Solutions LLP is seeking a highly motivated
"Private Wealth Manager & Client Relationship Manager "
to join our team in Baner, Pune. We are looking for individuals passionate about taxation and wealth generation products to help clients to achieve their financial aspirations.

About Ascending Wealth Solutions LLP:

Ascending Wealth Solutions LLP is a wealth consulting and portfolio management firm based in Baner, Pune. The founder is a seasoned financial and taxation expert with over 16 years of experience.  Firm is dedicated to providing comprehensive financial and taxation solutions to our diverse client base.

The Opportunity to Private Wealth Manager & Client Relationship Manager:

This is a full-time, on-site, and field-based role. The successful candidate will be responsible for managing and nurturing client relationships, providing personalized financial and taxation advice, and developing tailored solutions-oriented plans. You will collaborate with internal teams to ensure client satisfaction and help clients meet their financial goals effectively.

Key Responsibilities:

• Act as the primary liaison between the business and clients.
• Ensure existing & new clients have suitable products, scout new markets, and engage potential leads.
• Represent the company, handling tasks from client relations to competitive analysis.
• Manage and nurture client relationships while pursuing new sales avenues.
• Lead generation through telecalling, social media, corporate and society activities, and cold calling.
• Acquire new clients and manage their accounts for optimized wealth and investment portfolios.
• Diversify investments according to client needs and goals.
• Drive business development strategies and organizational growth.
• Provide timely reports to clients and management.
• Identify new opportunities for both existing and prospective clients.
• Uphold ethical standards in client interactions.
• Regularly research market trends, business development, and investment avenues for client and organizational growth.

Who We Are Looking For:

• Experience:
   1 to 3 years of experience in the financial services industry (e.g., portfolio management firms, banking sector, mutual fund, and insurance industry).
• Field Work Experience:
   Must have proven field experience.
• Pune Market Experience:
   Experience in financial consulting, wealth management, relationship management, and new client acquisition in the Pune market is essential.
• Education:
   A Graduation degree in MBA / BBA (Finance & Marketing)
• Mindset:
   A strong inclination to work within a startup environment.

Expected Qualifications & Desired Skill Sets:

• Strong interpersonal and communication skills.
• Proficiency in financial consulting, wealth management, or related fields.
• Knowledge of investment strategies, financial markets, banking products, and the insurance market.
• Ability to analyze and understand client financial needs.
• Excellent problem-solving and decision-making abilities.
• Experience in client acquisition, relationship management, and customer service.
• Proficiency in Excel & PowerPoint.

What You Can Expect from Ascending Wealth Solutions LLP:

• Salary Range:
   ₹2.4 Lacs to ₹4.8 Lacs per annum, depending on skills and experience in the equivalent sector.
• Incentives:
   Performance-based incentives upon achieving milestones.

Why Join Us?

• Opportunity to spearhead diverse products and taxation services.
• A dynamic role with significant autonomy.
• Contribute directly to client financial success.
• A collaborative and growth-oriented work culture.

To Apply: Please submit your application to:

Email:

Mobile:

For more information about our organization, please visit our website:

We look forward to empowering clients to achieve their financial aspirations together.

Best regards,

Atul Tak

Founder, Ascending Wealth Solutions LLP

Baner, Pune, Maharashtra