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) – Mandatory.
• MBA (Finance/Marketing) preferred.
Required Skills
• Excellent verbal and written communication skills.
• Strong spoken English is mandatory.
• Well-spoken, confident, and presentable personality.
• Robust 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.