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PA Wealth
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Relationship Manager

Relationship Manager

PA Wealth

0 years

0 Lacs

Ludhiana Punjab India

Posted:1 month ago| Platform:

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Skills Required

management fundraising strategies communication finance certifications planning

Work Mode

On-site

Job Type

Full Time

Job Description

Company Description PA Wealth is a leading investment services group in India, managing over ₹1400+ crores across various financial verticals. Specializing in wealth management and capital markets, we provide tailored solutions for Ultra-High-Net-Worth Individuals (UHNIs), High-Net-Worth Individuals (HNIs), and Corporates. Our key offerings include wealth growth & management, equity fundraising for corporates, debt market fundraising, and global investment opportunities. We prioritize long-term relationships built on trust, expertise, and value creation for all stakeholders. Role Description This is a full-time on-site Relationship Manager - Sales role located in Ludhiana at PA Wealth. The Relationship Manager will be responsible for managing client relationships, understanding their financial needs, providing investment solutions, and ensuring client satisfaction. The role involves daily interactions with clients, coordinating investment strategies, and collaborating with the operations team. Qualifications Interpersonal Skills and Communication abilities Strong Analytical Skills Experience in Operations Management Knowledge of Financial Operations Excellent written and verbal communication skills Ability to build and maintain client relationships Bachelor's degree in Finance, Business Administration, or related field Certifications in Financial Planning or Wealth Management are a plus Show more Show less

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Relationship Manager