Company Description PA Wealth is a leading investment services group in India, managing over ₹1400+ crores across various financial verticals. Specializing in wealth management and capital markets, we provide tailored solutions for Ultra-High-Net-Worth Individuals (UHNIs), High-Net-Worth Individuals (HNIs), and Corporates. Our key offerings include wealth growth & management, equity fundraising for corporates, debt market fundraising, and global investment opportunities. We prioritize long-term relationships built on trust, expertise, and value creation for all stakeholders. Role Description This is a full-time on-site Relationship Manager - Sales role located in Ludhiana at PA Wealth. The Relationship Manager will be responsible for managing client relationships, understanding their financial needs, providing investment solutions, and ensuring client satisfaction. The role involves daily interactions with clients, coordinating investment strategies, and collaborating with the operations team. Qualifications Interpersonal Skills and Communication abilities Strong Analytical Skills Experience in Operations Management Knowledge of Financial Operations Excellent written and verbal communication skills Ability to build and maintain client relationships Bachelor's degree in Finance, Business Administration, or related field Certifications in Financial Planning or Wealth Management are a plus Show more Show less
Experience in sales or customer service is preferred Maintain relationships with clients and partners. Teamwork and leadership skills Customer-oriented mindset Problem-solving attitude Aim to preserve customers and renew contracts Approach potential customers to establish relationships Convert qualified leads into clients for investments products
The role offers exciting opportunities for professional development and financial success in the field of Sales & marketing of Investment services, Leads generation & conversion, and Business Development. The ideal candidate should hold an MBA in Marketing & Finance or equivalent, along with a minimum of 3-4 years of relevant experience. PA Wealth provides a platform for individuals who are passionate about building a career in Stocks, Mutual Funds, and related Investments. The company is dedicated to educating its employees on how investments can create significant wealth for investors, aligning with their investment philosophy. They are looking for candidates who are committed to becoming leaders in investment services and have a keen interest in Stock Markets. If you are enthusiastic about learning and growing in the finance industry and want to be a part of a dynamic team, then this opportunity at PA Wealth is for you. Share your resume at careers@pawealth.in and take the next step towards a rewarding career in investments.,
Are you passionate about Sales & Marketing of Investment services, particularly in the domain of Stocks, Mutual Funds & related Investments Do you hold an MBA in Marketing & Finance or equivalent qualification If yes, then we invite you to join PA Wealth, where learning meets growth, offering exciting opportunities for professional development and financial success. At PA Wealth, we are dedicated to providing specialized services in Sales & Marketing of Investment products, with a focus on Leads conversion. As a member of our team, you will have the chance to immerse yourself in the dynamic world of investments and learn how they can create substantial wealth for investors. If you are enthusiastic about building a career based on our investment philosophy and are committed to becoming a leader in investment services, then we want to hear from you. If you have a keen interest in Stock Markets and are eager to leverage your knowledge and skills in Sales & Marketing within the realm of Investments, then PA Wealth is the perfect place for you to grow and excel. Share your resume with us at careers@pawealth.in and take the first step towards a rewarding career with us.,
The ideal candidate will be responsible for growing revenue through digital media through designing and executing marketing campaigns. After campaigns have been launched, you will extract and analyze data across multiple channels. Responsibilities Maneuver digital marketing campaigns through all areas of the project life cycle Clearly understand and implement digital marketing campaigns which fit client needs Provide analytical reporting of campaigns to stakeholders Qualifications Bachelor's degree or equivalent Fluency in Microsoft Office suite (Outlook, Excel, Word, PowerPoint, etc.) Experience with SEO and SEM Strong written, verbal and collaboration skills