Website:
vivekam.co.in
Job details:
Company Description Vivekam Financial Services Pvt Ltd is an investment advisory company focused on bringing scientific, data-driven processes to investing for both retail investors and high-net-worth individuals. Established in 2010, the firm aims to bridge the gap between financial information and practical financial decision-making through easy-to-understand tools and solutions. Vivekam offers a range of bespoke investment products designed for diverse goals and time horizons, all rigorously tested on more than ten years of financial data. By applying mathematical and statistical methods, Vivekam promotes disciplined, unbiased investment decisions that help clients identify realistic financial goals and work toward their financial aspirations.
Role Description
- This full-time Wealth Management Associate role is an on-site position based in Hyderabad. The Wealth Management Associate will support clients in understanding, planning, and managing their investments in line with Vivekam’s scientific, process-driven advisory framework. Understand clients' financial goals and requirements.
- Work with mutual funds, equity, PMS and other investment products.
- Build and maintain strong client relationships.
- Take part in financial planning and investment discussions.
- Contribute to business growth at Vivekam.
- Understand and use the CRM to track client interactions and follow-ups, and make regular updates through CRM reporting.
- Take ownership of assigned initiatives and work towards the company's vision.
Qualifications
- Strong foundation in Finance and Investments, with the ability to interpret market data and investment products.
- Proficiency in Financial Planning, including goal-setting, asset allocation, and portfolio review..
- Effective Communication skills for client-facing discussions, presentations, and clear documentation.
- Bachelor’s degree or higher in Finance, Economics, Business, or a related field; relevant certifications (e.g., CFP, NISM) are an advantage.
- Ability to work collaboratively in a structured environment, with attention to detail and adherence to compliance requirements.
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