Job description Job Opening for PUNE Location Only: We are Hiring Client Relationship Manager to work for Financial & Wealth Generation Products Company Description: Ascending Wealth Solutions LLP is a wealth consulting and portfolio management firm based in Pune. The founders are seasoned financial experts with over 16 years of experience in finance and taxation planning, dedicated to serving clients for their diversified financial needs. Role Description: This is a full-time on-site role for a Senior Client Relationship Manager at Ascending Wealth SolutionsLLP in Pune. The Senior Client Relationship Manager will be responsible for managing and nurturing client relationships, providing personalized financial advice, and developing tailored financial plans. They will also collaborate with internal teams to ensure client satisfaction and financial goals are met. Qualifications required to apply for Relationship Manager: Strong interpersonal and communication skills Experience in financial consulting, wealth management, or related fields Knowledge of investment strategies and financial markets Ability to analyze and understand client financial needs Excellent problem-solving and decision-making abilities Client relationship management and customer service skills Bachelor's degree in Finance, Economics, Business, or related field Relevant certifications such as CFA or CFP are a plus Key Responsibilities: Act as the primary liaison between the business and customers. Ensure existing customers have suitable products, scout new markets, and engage potential leads. Represent the face of the company, handling various tasks from customer relations to competitive analysis. Manage and nurture customer relationships while pursuing new sales avenues. Work Responsibilities: Acquire new clients and manage their accounts. Drive business development strategies. Provide timely reports to clients and management. Identify new opportunities for both existing and prospective clients. Uphold ethical standards in client interactions. Desired Skill Sets: Excellent communication skills. Proficiency in Excel & PowerPoint. Our Requirements: We need 2 to 3 years of experience employees, those who worked in the financial industry (e.g. Mutual Fund AMC, Insurance Company, or Banking products) CTC: 2.4 LPA to 4.8 LPA Why Join Us : Opportunity to spearhead a diverse product portfolio. Dynamic role with significant autonomy. Contributing to client financial success. Collaborative and growth-oriented work culture. Join us in empowering clients to achieve their financial aspirations! You can Apply here: Email - atultak@awsolutionsllp.com Mob- 9822500981 Our webpage to visit and know more about us : https://awsolutionsllp.com/ Best Regards, Ascending Wealth solutions LLP Baner Pune Maharashtra.
Job Opening for Baner PUNE Location Only: We are Hiring “Client Relationship Manager” To work on Taxation & Wealth Generation Products Company Description: Ascending Wealth Solutions LLP is a wealth consulting and portfolio management firm located in Baner Pune. The founder is seasoned financial & Taxation experts with over 16+ years of experience, in finance and taxation preparation, Firm is dedicated to serving clients for their diversified financial & Taxation needs. Employee Role Description: This is a full-time on-site & filed work role for a Client Relationship Manager at Ascending Wealth Solutions LLP, Manager will be responsible for managing and nurturing client relationships, providing personalized financial & Taxation advice, and developing tailored solutions oriented plans. They will also collaborate with internal teams to ensure client satisfaction and financial goals are met on or before time. Qualifications & experience required to apply for this job ; 1. Strong interpersonal and communication skills. 2. Experienced in financial consulting, wealth management, or related fields. 3. Knowledge of investment strategies ,financial markets, Banking Products & Insurance market. 4. Ability to analyze and understand client financial needs. 5. Excellent problem-solving and decision-making abilities. 6. Experience in client Acquire & relationship managements.and customer service skills 7.Qualified in Business development , through MBA or BBA. 8. Filed work experience. Key Responsibilities of employee: 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. Work Responsibilities of employee : 1. Lead Generation’s through Tele calling , Social media , Activities in corporate and society’s,Coldcalling etc. 2. Acquire new clients and manage their accounts for better portfolio. 3.Diversify investments as per client needs 4. Drive business development strategies & Growth of the organization. 5. Provide timely reports to clients and management. 6. Identify new opportunities for both existing and prospective clients for business development. 7. Uphold ethical standards in client interactions. 8.Regular research on market,buiness devlopement,investment avanues for client growth. Desired Skill Sets: 1. He/She must be Excellent in communication skills. 2. Proficiency in Excel & PowerPoint. Our Requirements: We are hiring upto 3 years of experience employees, those who worked in the financial services industry (e.g. portfolio management firms , Banking sector ,Mutual Fund and Insurance industry) Why Join Us: 1. Opportunity to spearhead a 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! Please note: 1. You have to apply if you have filed work experience. 2. You must have mindset to work with startup. What you can expect from Ascending Wealth Solutions LLP; 1. Salary Range between : 2.4 Lacs to 4.8 Lacs, depending on skills and experience in equivalent sector. 2. Incentives upon achievement of milestone. Sent resume on Email- atultak@awsolutionsllp.com Connect me on Mob- 9822500981. Must visit on our webpage to know more about us before interview: https://awsolutionsllp.com/ Best Regards, Atul Tak Ascending Wealth solutions LLP Baner Pune Maharashtra.
Job Opening for Baner PUNE Location Only: We are Hiring “Client Relationship Manager” To work on Taxation & Wealth Generation Products Company Description: Ascending Wealth Solutions LLP is a wealth consulting and portfolio management firm located in Baner Pune. The founder is seasoned financial & Taxation experts with over 16+ years of experience, in finance and taxation preparation, Firm is dedicated to serving clients for their diversified financial & Taxation needs. Employee Role Description: This is a full-time on-site & filed work role for a Client Relationship Manager at Ascending Wealth Solutions LLP, Manager will be responsible for managing and nurturing client relationships, providing personalized financial & Taxation advice, and developing tailored solutions oriented plans. They will also collaborate with internal teams to ensure client satisfaction and financial goals are met on or before time. Qualifications & experience required to apply for this job ; 1. Strong interpersonal and communication skills. 2. Experienced in financial consulting, wealth management, or related fields. 3. Knowledge of investment strategies ,financial markets, Banking Products & Insurance market. 4. Ability to analyze and understand client financial needs. 5. Excellent problem-solving and decision-making abilities. 6. Experience in client Acquire & relationship managements.and customer service skills 7.Qualified in Business development , through MBA or BBA. 8. Filed work experience. Key Responsibilities of employee: 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. Work Responsibilities of employee : 1. Lead Generation’s through Tele calling , Social media , Activities in corporate and society’s,Coldcalling etc. 2. Acquire new clients and manage their accounts for better portfolio. 3.Diversify investments as per client needs 4. Drive business development strategies & Growth of the organization. 5. Provide timely reports to clients and management. 6. Identify new opportunities for both existing and prospective clients for business development. 7. Uphold ethical standards in client interactions. 8.Regular research on market,buiness devlopement,investment avanues for client growth. Desired Skill Sets: 1. He/She must be Excellent in communication skills. 2. Proficiency in Excel & PowerPoint. Our Requirements: We are hiring upto 3 years of experience employees, those who worked in the financial services industry (e.g. portfolio management firms , Banking sector ,Mutual Fund and Insurance industry) Why Join Us: 1. Opportunity to spearhead a 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! Please note: 1. You have to apply if you have filed work experience. 2. You must have mindset to work with startup. What you can expect from Ascending Wealth Solutions LLP; 1 . Salary Range between : 2.4 Lacs to 4.8 Lacs, depending on skills and experience in equivalent sector. 2. Incentives upon achievement of milestone. Sent resume on Email- atultak@awsolutionsllp.com Connect me on Mob- 9822500981. Must visit on our webpage to know more about us before interview: https://awsolutionsllp.com/ Best Regards, Atul Tak Ascending Wealth solutions LLP Baner Pune Maharashtra.
Job Opening for Baner PUNE Location Only: We are Hiring Client Relationship Manager To work on Taxation & Wealth Generation Products Company Description: Ascending Wealth Solutions LLP is a wealth consulting and portfolio management firm located in Baner Pune. The founder is seasoned financial & Taxation experts with over 16+ years of experience, in finance and taxation preparation, Firm is dedicated to serving clients for their diversified financial & Taxation needs. Employee Role Description: This is a full-time on-site & filed work role for a Client Relationship Manager at Ascending Wealth Solutions LLP,Manager will be responsible for managing and nurturing client relationships, providing personalized financial & Taxation advice, and developing tailored solutions oriented plans. They will also collaborate with internal teams to ensure client satisfaction and financial goals are met on or before time. Qualifications & experience required to apply for this job ; 1. Strong interpersonal and communication skills. 2. Experienced in financial consulting, wealth management, or related fields. 3. Knowledge of investment strategies ,financial markets, Banking Products & Insurance market. 4. Ability to analyze and understand client financial needs. 5. Excellent problem-solving and decision-making abilities. 6. Experience in client Acquire & relationship managements.and customer service skills 7.Qualified in Business development , through MBA or BBA. 8. ?Filed work experience. Key Responsibilities of employee: 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. Work Responsibilities of employee : 1. Lead Generation's through Tele calling , Social media , Activities in corporate and society's,Coldcalling etc. 2. Acquire new clients and manage their accounts for better portfolio. 3.Diversify investments as per client needs 4. Drive business development strategies & Growth of the organization. 5. Provide timely reports to clients and management. 6. Identify new opportunities for both existing and prospective clients for business development. 7. Uphold ethical standards in client interactions. 8.Regular research on market,buiness devlopement,investment avanues for client growth. Desired Skill Sets: 1. He/She must be Excellent in communication skills. 2. Proficiency in Excel & PowerPoint. Our Requirements: We are hiring upto 3 years of experience employees, those who worked in the financial services industry (e.g. portfolio management firms , Banking sector ,Mutual Fund and Insurance industry) Why Join Us: 1. Opportunity to spearhead a 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! Please note: 1. You have to apply if you have filed work experience. 2. ?You must have mindset to work with startup. What you can expect from Ascending Wealth Solutions LLP; 1 . Salary Range between : 2.4 Lacs to 4.8 Lacs, depending on skills and experience in equivalent sector. 2. ?Incentives upon achievement of milestone. Sent resume on Email- [HIDDEN TEXT] Connect me on Mob- 9822500981. Must visit on our webpage to know more about us before interview: https://awsolutionsllp.com/ Best Regards, Atul Tak Ascending Wealth solutions LLP Baner Pune Maharashtra.
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: atultak@awsolutionsllp.com Mobile: 9822500981 For more information about our organization, please visit our website: [https://awsolutionsllp.com/](https://awsolutionsllp.com/) We look forward to empowering clients to achieve their financial aspirations together. Best regards, Atul Tak Founder, Ascending Wealth Solutions LLP Baner, Pune, Maharashtra
You will be responsible for managing and nurturing client relationships, providing personalized financial and taxation advice, and developing tailored solutions-oriented plans. You will act as the primary liaison between the business and clients, ensuring existing & new clients have suitable products, scouting new markets, and engaging potential leads. Additionally, you will represent the company, managing and nurturing client relationships while pursuing new sales avenues. Your role will involve lead generation through various channels, acquiring new clients, diversifying investments, and driving business development strategies for organizational growth. You will provide timely reports to clients and management, identify new opportunities, and uphold ethical standards in client interactions. Regular research on market trends, business development, and investment avenues will also be part of your 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 Qualification Required: - 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 You can expect a salary range of 2.4 Lacs to 4.8 Lacs per annum, depending on skills and experience in the equivalent sector. Performance-based incentives will be provided upon achieving milestones. Please submit your application to: Email: atultak@awsolutionsllp.com Mobile: 9822500981 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. The firm is dedicated to providing comprehensive financial and taxation solutions to a diverse client base.,
Job Description Ascending Wealth Solutions LLP is seeking a highly motivated "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 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. Joining : immediately. 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: atultak@awsolutionsllp.com Mobile: 9822500981 For more information about our organization, please visit our website: [https://awsolutionsllp.com/](https://awsolutionsllp.com/) We look forward to empowering clients to achieve their financial aspirations together. Best regards, Atul Tak Founder, Ascending Wealth Solutions LLP Baner, Pune, Maharashtra
Job Description Ascending Wealth Solutions LLP is seeking a highly motivated "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 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. Joining : immediately. 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: atultak@awsolutionsllp.com Mobile: 9822500981 For more information about our organization, please visit our website: [https://awsolutionsllp.com/](https://awsolutionsllp.com/) We look forward to empowering clients to achieve their financial aspirations together. Best regards, Atul Tak Founder, Ascending Wealth Solutions LLP Baner, Pune, Maharashtra
Role Overview: You will be joining Ascending Wealth Solutions LLP as a Private Wealth Manager & Client Relationship Manager in Baner, Pune. Your role will involve managing and nurturing client relationships, providing personalized financial and taxation advice, and developing tailored solutions-oriented plans to help clients achieve 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. Qualification Required: - 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. Additional Company Details: 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. The firm is dedicated to providing comprehensive financial and taxation solutions to a diverse client base. To apply, please submit your application via: Email: atultak@awsolutionsllp.com Mobile: 9822500981 For more information about Ascending Wealth Solutions LLP, visit their website: [https://awsolutionsllp.com/](https://awsolutionsllp.com/) We look forward to empowering clients to achieve their financial aspirations together. Role Overview: You will be joining Ascending Wealth Solutions LLP as a Private Wealth Manager & Client Relationship Manager in Baner, Pune. Your role will involve managing and nurturing client relationships, providing personalized financial and taxation advice, and developing tailored solutions-oriented plans to help clients achieve 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. Qualification Required: - 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. Additional Company Details: 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. The firm is dedicated to providing comprehensive financial and taxation solutions to a diverse client base. To apply, please submit your application via: Email: atultak@awsolutionsllp.com Mobile: 9822500981 For more information about Ascending Wealth Solutions LLP, visit their website: [https://awsolutionsllp.com