Company: Stocktick Capital (A venture of Waymark Enterprises Pvt Ltd)

Location: Panvel, Navi Mumbai

CTC : 2.5L-3L and upwards per annum.

Role: Full time.

Description:

As a Wealth Management RM, you will gain hands-on exposure across the complete spectrum of wealth advisory and portfolio management.

This job role is designed for individuals who are keen to build expertise in:

- Financial planning
- Investment research
- Portfolio management
- Client servicing
- Business development in wealth management.

You will work directly with experienced professionals and gain practical industry exposure.

Key Responsibilities :

- Portfolio management, asset allocation, and investment research .
- Financial planning, risk profiling, and wealth preservation strategies
- Analyze market trends, mutual funds, equities, PMS, and other financial instruments
- Identify investment opportunities and preparing research notes
- Participate in client meetings, prepare portfolio review reports, and present investment insights
- Support compliance, documentation,



and operational processes Contribute to client acquisition and business development initiatives
- Maintain data accuracy, reports, and internal MIS using Excel

Eligibility / Who Should Apply:

- MBA (Finance), CWM (Chartered Wealth Manager) , Wealth management / financial markets certifications, CFP.

Preferred Skills:

- Strong analytical and numerical aptitude
- Deep interest in financial markets and wealth management
- Good communication and interpersonal skills
- Proficiency in MS Excel
- Knowledge of financial modeling and investment research tools is an advantage
- High ownership and learning mindset

Why Join Us:

- Practical exposure to real-world wealth management
- Chance to work on live client portfolios
- Learn directly from seasoned financial professionals
- Exposure to HNI and affluent client advisory
- Strong learning and growth environment

Please send your resume to [email protected] with

Subject Line: Application for Wealth RM – Stocktick Capital

Pay: From ₹300,000.00 per year

Work Location: In person

📌 Opening for Wealth Relationship Manager (India)
🏢 Stocktick Capital
📍 India