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:
- Robust 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
- Opportunity to work on live client portfolios:
- Learn directly from seasoned financial professionals
- Exposure to HNI and affluent client advisory:
- Strong learning and growth environment

Subject Line: Application for Wealth RM - Stocktick Capital

Pay:

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