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
As a Sales & Marketing professional at PA Wealth, you will be involved in promoting and selling investment services, focusing on Stocks, Mutual Funds, and related Investments. Your key responsibilities will include: - Specializing in Sales & Marketing of Investment products - Emphasizing on Leads conversion to drive business growth - Immersing yourself in the dynamic world of investments to understand how they can generate substantial wealth for investors To excel in this role, you are required to meet the following qualifications: - Hold an MBA in Marketing & Finance or an equivalent qualification - Have a keen interest in Stock Markets - Possess knowledge and skills in Sales & Marketing within the realm of Investments If you are passionate about Sales & Marketing of Investment services, particularly in the domain of Stocks, Mutual Funds & related Investments, and meet the qualification requirements, PA Wealth welcomes you to join our team. We offer exciting opportunities for professional development and financial success. Share your resume with us at careers@pawealth.in and take the first step towards a rewarding career with us.,
As a Sales & Marketing Executive at PA Wealth, you will have the opportunity for professional growth and financial success in the field of Sales & marketing of Investment services, Leads generation & conversion, and Business Development. PA Wealth is a company that provides a platform for individuals passionate about building a career in Stocks, Mutual Funds, and related Investments. They are dedicated to educating employees on how investments can create significant wealth for investors, aligning with their investment philosophy. **Key Responsibilities:** - Sales & marketing of Investment services - Leads generation & conversion - Business Development **Qualifications Required:** - MBA in Marketing & Finance or equivalent - Minimum of 3-4 years of relevant experience If you are committed to becoming a leader in investment services and have a keen interest in Stock Markets, this opportunity at PA Wealth is ideal for you. If you are enthusiastic about learning and growing in the finance industry, and want to be part of a dynamic team, then share your resume at careers@pawealth.in and take the next step towards a rewarding career in investments.,
Role Overview: At PA Wealth, where learning meets growth, you will have exciting opportunities for professional development and financial success. As a part of our team, you will be specializing in stocks, company analysis, financial analysis, fundamental analysis, and detailed reporting. If you are enthusiastic about making a career in stocks, mutual funds, and related investments, eager to learn how investments create wealth for investors, and committed to becoming leaders in investment services, then this is the place for you. Your high degree of interest in stock markets will be valued as you join us on this journey of growth and learning. Key Responsibilities: - Specialize in stocks, company analysis, financial analysis, fundamental analysis, and detailed reporting - Learn how investments help create wealth for investors - Put efforts into becoming leaders in investment services - Show a high degree of interest in stock markets Qualifications Required: - B.Com degree - MBA in Finance - MBA in any specialization Please share your resume at careers@pawealth.in and be a part of our team where your dedication and interest in investments will be nurtured to help you grow and succeed.,
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
Company Description PA Wealth is a leading investment services group in India, managing over ₹1600+ crores across diverse financial verticals. With expertise in wealth management and capital markets, we offer tailored solutions for Ultra-High-Net-Worth Individuals (UHNIs), High-Net-Worth Individuals (HNIs), and Corporates. Our key offerings include wealth growth and management, equity fundraising for corporates, debt market fundraising, and global investment opportunities in Dubai real estate. We prioritize long-term relationships built on trust, expertise, and value creation for all our stakeholders. Role Description This is a full-time on-site role for Research Analyst, located in Ludhiana. Conduct in-depth fundamental analysis of companies, sectors, and macroeconomic trends. Build and maintain detailed financial models and valuation frameworks (DCF, Relative Valuation, etc.). Generate actionable investment ideas for inclusion in Mutual Funds, PMS, and AIF portfolios. Prepare and present research reports and investment theses to internal stakeholders. Monitor portfolio holdings and track performance drivers, earnings updates, and news flow. Collaborate with the fund management team to refine portfolio strategies and risk management. Attend earnings calls, analyst meets, and industry conferences to gather insights. Qualifications & Skills Bachelor’s degree in Finance, Economics, Commerce, or related fields. MBA (Finance) or equivalent qualification. Minimum 2–5 years of experience in equity research, investment analysis, or a related role. Strong understanding of financial statements, valuation techniques, and investment concepts. Proficiency in Excel, PowerPoint or similar research tools. Excellent analytical, writing, and presentation skills. Ability to work independently and as part of a team in a fast-paced environment. Why Join Us: Opportunity to work with a high-performing investment team. Exposure to diverse investment strategies and products. Competitive compensation and growth potential. Opportunity to work on multi-asset strategies across diverse investment products. Competitive salary with performance-linked incentives. Continuous learning through internal training and market exposure.
Company Description PA Wealth is a leading investment services group in India, managing over ?1600+ crores across diverse financial verticals. With expertise in wealth management and capital markets, we offer tailored solutions for Ultra-High-Net-Worth Individuals (UHNIs), High-Net-Worth Individuals (HNIs), and Corporates. Our key offerings include wealth growth and management, equity fundraising for corporates, debt market fundraising, and global investment opportunities in Dubai real estate. We prioritize long-term relationships built on trust, expertise, and value creation for all our stakeholders. Role Description This is a full-time on-site role for Research Analyst, located in Ludhiana. Conduct in-depth fundamental analysis of companies, sectors, and macroeconomic trends. Build and maintain detailed financial models and valuation frameworks (DCF, Relative Valuation, etc.). Generate actionable investment ideas for inclusion in Mutual Funds, PMS, and AIF portfolios. Prepare and present research reports and investment theses to internal stakeholders. Monitor portfolio holdings and track performance drivers, earnings updates, and news flow. Collaborate with the fund management team to refine portfolio strategies and risk management. Attend earnings calls, analyst meets, and industry conferences to gather insights. Qualifications & Skills Bachelor's degree in Finance, Economics, Commerce, or related fields. MBA (Finance) or equivalent qualification. Minimum 25 years of experience in equity research, investment analysis, or a related role. Strong understanding of financial statements, valuation techniques, and investment concepts. Proficiency in Excel, PowerPoint or similar research tools. Excellent analytical, writing, and presentation skills. Ability to work independently and as part of a team in a fast-paced environment. Why Join Us: Opportunity to work with a high-performing investment team. Exposure to diverse investment strategies and products. Competitive compensation and growth potential. Opportunity to work on multi-asset strategies across diverse investment products. Competitive salary with performance-linked incentives. Continuous learning through internal training and market exposure.