Website:
akshayatritiya.co.in
Job details:
Company Description
Akshay Tritiya Partner is a wealth management firm specializing in financial planning, investment management, and risk control to help individuals and families achieve long-term financial success. Based in Maharashtra and led by financial expert Mr. Punit Gupta, the firm has over 18 years of experience in the BFSI sector. Serving more than 1,500 clients, including business owners, professionals, and Maharashtra Police personnel, the company offers tailored solutions spanning mutual funds, equities, insurance, loans, and succession planning. Driven by principles of trust, transparency, and client-centered service, Akshay Tritiya Partner is dedicated to disciplined, diversified financial planning for lasting prosperity.
Role Description
This is a full-time, on-site position based in Mumbai for the role of Wealth Manager. The Wealth Manager will be responsible for creating customized financial plans, managing individual and institutional investment portfolios, advising on insurance solutions, and maintaining strong client relationships. Day-to-day duties will include assessing financial needs, monitoring market trends, portfolio rebalancing, and presenting effective financial strategies. The role also involves collaboration with cross-functional teams to deliver integrated wealth management solutions tailored to client goals.
Qualifications
- Proficiency in Financial Planning and Investment Management
- Strong knowledge of Investments and Finance
- Expertise in Insurance and risk management strategies
- Excellent analytical, problem-solving, and client relationship skills
- Ability to tailor financial strategies based on diverse client goals
- Bachelor's degree in Finance, Economics, Business Administration, or related field
- Professional certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are a plus
- Familiarity with the BFSI sector, especially wealth management and advisory services
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