PPFAS - Client Advisor/Relationship Manager - Wealth

About OurCompany:

PPFAS Wealth is a division of Parag Parikh Financial Advisory Services Limited (PPFAS). PPFAS was founded - by Mr. Parag Parikh - on the core values of transparency, effective communication, the 'Lawof the Farm', and a client-first approach.Our Core approach is being the "Financial Doctors", prioritizing the client-centric strategy over aproduct-centric one to assess overall financial positions to prescribe the most suitable solutions,ensuring recommendations based on their needs rather than a specific product. Additionally, we also aim to provide solutions that are simple to explain and implement, enhancing client understanding and engagement.

Job Description:

Roles & Responsibilities:

- Experience in Wealth management company/division preferred but not necessary.

- Client-first approach with a focus on providing the right solution

- Relationship management experience preferred

- Knowledge of various products and services

- Working with various teams to arrive at a tailor-made solution

- Ability to effectively network

- Acquire new business by leveraging existing and new contacts

- Regularly review Client portfolios

- Provide professional customer service to achieve high customer satisfaction and retention.

- Have complete knowledge of the customer base in terms of the profile, demographics & psychographics, and assets

- Represent the Organization and reflect our values

- Given the Group's belief in 'The Law of The Farm' - which emphasizes that all good things take time at PPFAS Wealth, we think in terms of years and not months.

Qualification &Experience:

- MBA, CA, CFA, CFP

- Knowledge of Financial Markets & Products

- Ability to understand and translate the client's financial profile and needs.

- Strong Communication skills

- Strong networking skills

- Ability to think laterally by blending thoughts & ideas into execution

- NISM XXI-A certification