Private Wealth Manager

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