Job Title: Associate Manager - HNI Sales & Wealth Management

Company: Trask

Location: Pune, Maharashtra, India

Experience: 5 to 8 years

:

Trask is seeking a dynamic and results-driven Associate Manager to join our Wealth Management team in Pune. The ideal candidate will have a proven track record in HNI (High Net Worth Individual) sales, investment advisory, and relationship management. As an Associate Manager, you will play a critical role in driving our business growth and enhancing client relationships.

Key Responsibilities:

- Develop and execute strategies for HNI acquisition and retention.
- Provide comprehensive wealth management and investment advisory services to clients.
- Build and maintain strong relationships with high net worth clients, understanding their financial needs and objectives.
- Conduct market research to identify new business opportunities and trends in wealth management.
- Collaborate with internal stakeholders to ensure the delivery of exceptional client service and solutions.
- Prepare detailed financial analysis and investment proposals tailored to individual client portfolios.
- Stay updated on market trends, investment products, and regulatory changes affecting the wealth management sector.
- Lead and mentor junior team members, fostering a culture of high performance and continuous learning.

Required Skills and Qualifications:

- Minimum of 5 years and maximum of 8 years of experience in HNI sales, wealth management, or investment advisory.
- Strong understanding of the financial markets and investment products, including equities, fixed income, mutual funds, and alternative investments.
- Proven ability to acquire and manage high net worth clients effectively.
- Excellent communication, negotiation, and interpersonal skills.
- Strong business acumen with a degree in Business Administration or a related field.
- Ability to work under pressure and meet deadlines while maintaining attention to detail.
- A strong network in the financial industry will be a plus.

What We Offer:

- Competitive salary and performance-based incentives.




- Opportunities for professional growth and development within a leading organization in the wealth management sector.
- A cooperative and innovative work culture.

If you are a motivated individual with a passion for HNI sales and a strong background in wealth management, we invite you to apply and be part of Trask's success story.

To Apply: Please submit your resume and a cover letter detailing your relevant experience to [Insert Application Email/Link].

Trask is an equal-opportunity employer committed to diversity and inclusion in the workplace. We welcome applications from all qualified individuals.

### Job Title: Associate Manager

Job Location: Pune, Maharashtra, India

#### Roles and Responsibilities:

- Team Leadership and Management:
- Supervise and mentor a team of junior associates, ensuring effective performance and professional development.
- Conduct regular team meetings to communicate objectives, provide updates, and address any concerns.
- Foster a positive team culture that encourages collaboration, innovation, and accountability.
- Project Management:
- Lead and manage projects from inception to completion, ensuring timely delivery within budget constraints.
- Develop project plans, including scope, timelines, resources, and risk assessments.
- Monitor project progress and address any issues or roadblocks proactively.
- Stakeholder Engagement:
- Act as a primary point of contact between internal teams and external clients/partners, maintaining strong relationships.
- Collaborate with stakeholders to understand their needs and provide appropriate solutions.
- Present project updates and reports to senior management and stakeholders.
- Strategic Planning:
- Assist in the development and implementation of strategic initiatives that align with organizational goals.
- Analyze market trends, competitor activities,



and operational performance to inform strategic decisions.
- Contribute to long-term planning and budgeting processes.
- Performance Monitoring and Reporting:
- Establish key performance indicators (KPIs) to measure team productivity and project success.
- Prepare and present regular reports on team performance and project outcomes to senior management.
- Identify areas for improvement and implement process enhancements as needed.
- Financial Management:
- Assist in budgeting and forecasting activities related to projects and team operations.
- Monitor project expenses and ensure compliance with financial protocols.
- Collaborate with finance teams to analyze financial reports and ensure effective resource allocation.
- Training and Development:
- Identify training needs within the team and coordinate professional development opportunities.
- Lead workshops or training sessions to enhance team skills and knowledge.
- Promote a culture of continuous learning and improvement.
- Compliance and Risk Management:
- Ensure all team activities comply with organizational policies, legal regulations, and industry standards.
- Identify potential risks and develop mitigation strategies to minimize impact on projects and operations.
- Conduct periodic audits and assessments to ensure adherence to compliance requirements.
- Operational Efficiency:
- Analyze operational processes and identify opportunities for optimization and efficiency gains.
- Implement best practices and standard operating procedures to improve workflow.
- Monitor the effectiveness of operational changes and adjust strategies as necessary.

#### Qualifications:

- Bachelor’s degree in Business Administration, Management, or a related field; MBA preferred.
- 3+ years of experience in a management or supervisory role.
- Excellent analytical, problem-solving, and decision-making skills.
- Strong communication and interpersonal skills.
- Proficiency in project management tools and software.

This comprehensive set of roles and responsibilities can be tailored further based on the specific requirements and objectives of the hiring organization.

📌 Associate Manager (Pune)
🏢 Trask
📍 Pune