Website:
pratibhawealth.com
Job details:
Hiring: Service/Sales Relationship Manager
Company: Pratibha Wealth
Location: Lucknow (Work from Office)
About Pratibha Wealth
Pratibha Wealth is a professionally managed wealth management and financial advisory firm dedicated to helping individuals and families create, manage, and preserve wealth. We provide customized financial planning and wealth management solutions through products such as Mutual Funds, Insurance, Portfolio Management Services (PMS), Fixed Income Products, Tax Planning, Retirement Planning, and Investor Education. Our client-first approach focuses on long-term relationships, unbiased advice, and personalized financial solutions.
Key Responsibilities
- Build and maintain strong relationships with existing and prospective clients.
- Understand clients' financial needs and provide appropriate wealth management solutions.
- Coordinate with clients for investment documentation, KYC, onboarding, and servicing.
- Handle client queries and ensure timely resolution with a high level of professionalism.
- Follow up with clients regarding investments, renewals, portfolio reviews, and financial planning meetings.
- Support Wealth Managers in day-to-day client servicing and relationship management.
- Maintain accurate client records and CRM updates.
- Deliver an excellent customer experience while ensuring compliance with company processes.
Eligibility & Qualifications
- Graduate (Mandatory).
- NISM Series V-A (Mutual Fund Distributors Certification) –Preferred
- MBA (Finance/Marketing) preferred.
Required Skills
- Excellent verbal and written communication skills.
- Strong relationship-building and customer handling skills.
- Ability to work in a professional and client-centric environment.
- Self-motivated with a willingness to learn and grow.
Other Requirements
- Candidate must own a Laptop.
- Comfortable using digital tools and online platforms.
- Immediate joiners will be preferred.
Why Join Pratibha Wealth?
- Opportunity to work with a fast-growing wealth management firm.
- Comprehensive onboarding and continuous learning support.
- Company-sponsored professional certifications to help accelerate your career in the financial services industry.
- Regular training sessions every Saturday conducted by leading Asset Management Companies (AMCs), Insurance Companies, and other industry experts to enhance your product knowledge, advisory skills, and professional development.
- Hands-on exposure to wealth management, financial planning, and client relationship management.
- A collaborative, learning-focused, and growth-oriented work environment with excellent career progression opportunities.
Interested candidates can share their resume or connect with us on LinkedIn.
Click on Apply to know more.