We are seeking a highly skilled Portfolio Manager with a strong foundation in finance, investment analysis, and wealth management Thorough knowledge Mutual Funds, PMS, AIFS, Bonds, Loans, Stock & Other Investment products. Financial Planning for retail customers HNI Conduct in-depth financial analysis of companies, industries, and economic trends. CA (Chartered Accountant) or CFA (Chartered Financial Analyst) certification required/ or. Work Experience in Portfolio Sections of reputed newspapers/ magazines such as the Hindu Business Line. 5+ years in investment management, wealth management, portfolio management company · Mail ID – hr@prakala.com / 8925784999 · Work Location – Chennai Job Type: Full-time Pay: From ₹40,000.00 per month Benefits: Health insurance Schedule: Day shift Work Location: In person
Job Title: Branch Manager - Madurai / Trichy Job Title: Branch Manager – Wealth Management Company: Prakala Wealth Pvt Ltd Locations: Madurai / Trichy Industry: Financial Services / Wealth Management Experience required: 5+ years in the Wealth Management / Mutual Fund Job Summary: Prakala Wealth Pvt Ltd is seeking dynamic and experienced Branch Managers to lead and grow our branch operations in Madurai and Trichy . The ideal candidate must have a strong background in wealth management, team leadership, client relationship management, and business development. Key Responsibilities: · Branch Leadership: o Lead and manage all branch operations ensuring smooth functioning. o Ensure adherence to company policies, compliance, and regulatory guidelines. · Business Development: o Identify and acquire HNI and UHNI clients for wealth management solutions. o Drive sales of mutual funds, insurance, bonds, PMS, AIFs, and other financial products. o Develop and implement strategic plans to meet branch sales targets. · Team Management: · Recruit, train, and mentor relationship managers and sales executives. · Monitor team performance and provide guidance to improve productivity. · Client Relationship Management: · Maintain strong relationships with key clients and ensure high levels of client satisfaction. · Provide customized investment advice and financial planning based on client profiles and goals. · Reporting & Compliance: · Ensure timely MIS reporting to senior management. · Maintain complete compliance with SEBI, AMFI, and internal audit guidelines. Requirements: · Graduate/Postgraduate in Finance, Commerce, or related fields. MBA/CFP/CFA preferred. · Minimum 5 years of experience in wealth management/financial services. · Proven track record in team handling and achieving sales targets. · Strong knowledge of mutual funds, insurance, financial planning, and regulatory norms. · Excellent communication, leadership, and interpersonal skills. · Ability to work independently and handle branch-level decision-making. Why Join Us? Opportunity to work with a fast-growing Wealth Management firm in South India Great work atmosphere Well established team Reputed firm in industry Emoluments on par with the industry. · Apply now to start your journey with us as a Branch / Zonal Manager · Mail ID – hr@prakala.com / 8925784999 Job Type: Full-time Pay: ₹20,000.00 - ₹35,000.00 per month Benefits: Health insurance Schedule: Day shift
1. Cash Receipt and Payment. 2. All Loans ( Mortgage (MSME) Loan & Jewel Loan) A-C Opening & Closing- Receipt/Disbursement/Collections through ECS. 3. All Deposits opening & Closing Receipts/Payments 4. Bank a/c Monitoring and Management/Follow up. 5. System Entry - Deposits & Loans 6. Monthly ECS follow up & Recovery for Loan a/c. 7. Overdue Loan a/c & Deposits a/c follow up. 8. Preparations of Monthly/Half yearly statement (NDH-3, TDS, Key matrix, Suit Filled overdue Deposit/Loans etc) 9. Preparation of Loan Documents and Debit/Credit vouchers for Loan/Deposit Receipts/Disbursement. 10. Joint Custodian of Safe Keys. 11. Any other works as assigned by the Chief Manager. Job Type: Full-time Pay: ₹12,000.00 - ₹20,000.00 per month Work Location: In person Speak with the employer +91 8925784999
As an Assistant Relationship Manager at our leading mutual fund distribution company, you will collaborate with senior relationship managers to support in managing and nurturing client relationships. Your responsibilities will include assisting in client on-boarding, maintaining regular communication with clients, preparing client reports, and coordinating client meetings. Your role will involve administrative tasks, client interactions, and ensuring client needs are met effectively. To excel in this role, you should possess a Bachelor's degree in Commerce, Business Administration, Finance, or a related field. While a B.Com or M.Com degree is preferable, freshers are also welcome to apply. Ideally, you should have 1-2 years of experience in a client-facing or customer service role. Strong interpersonal and communication skills are essential, along with attention to detail, accuracy, and the ability to multitask effectively. Proficiency in Microsoft Office Suite, particularly Excel and Word, is required. Having the NISM Series 5 Mutual Fund Distribution Certification would be advantageous. Skills in Customer Relationship Management (CRM) software, client on-boarding, data entry, communication, and time management will also be valuable in this role. This is a full-time position with a day shift schedule, and the work location is in-person. If you are passionate about assisting clients in achieving their financial goals and possess the necessary qualifications and skills, we welcome you to join our dynamic team as an Assistant Relationship Manager.,