1) Develop leads for HNI, NRI and Institutional clients in order to pitch Investment Advisory services to work with the Director in meeting revenue client acquisition targets for transactions related to Mutual Funds (MFs), Fixed Deposits (FDs), Bonds and other wealth management products.

2) Work with Director in creating Promotion and Client Presentation materials for the company’s services. Manage client communication in matters related to follow-on queries and complaints

3) Client acquisition activity, act as point of contact once client relationship has been logged in and investment decisions have been taken in terms of products and allocations

4)



Strategy formulation with Director and knowledge of market developments across competitive landscape in Wealth Management domain Take ownership for end-to-end process of deal booking to data retrieval to answer client queries.

5) Preparation of quarterly account activity reports for client holding statements

6) Handling client satisfaction survey, customer complaints and queries regarding existing investments.

7) Liaise with Company Director on key matters regarding raising overall company profile, managing operations and general office management.

8) Proficiency in written, spoken and reading English. Ability to converse in Hindi, Gujarati.

Pay: ₹335,000.00 - ₹500,000.00 per year

Work Location: In person

📌 Wealth Advisor Manager (Ahmedabad)
🏢 Falconstar Partners
📍 Ahmedabad