Wealth Management professionals - Products, Advisory and Relationship Management

Company Description

Samar Capital is a wealth and asset management company designed to be a differentiated wealth management firm. We invest in people and the tools and systems needed to enable them to fulfil their potential. Focussed on India's growing affluent population, we aim to use AI to connect the fragmented knowledge of a client and connect it with investment views, advisory and product fitment to provide tailored solutions at scale while keeping the human touch that is essential for this segment.

Role Description

These are full-time for professionals in Wealth Management focusing on Products, Advisory, and Relationship Management. The product and advisory group would be building out the product bouquet, sourcing them and building solutions that are consistent with in-house investment views, and customising the same for a client. Relationship managers would have the chance to lead and develop teams and help in client acquisition and expanding relationships. The team will work closely with the engineering team building the AI to ensure a consistent, high quality experience for clients.

What we are looking for

• Individuals who excel at working with people, demonstrate high empathy, and possess deep listening skills.
• Professionals who understand their field of work enough to communicate clearly, respectfully, and without unnecessary industry complexity.
• A mindset rooted in accountability, discipline, and a rigorous, process-driven approach.
• Are curious and willing to learn about AI