Wealth Relationship Manager - Team Leads / Senior Relationship Manager/ Junior RM
- Employer
- Spark Capital Advisors (India) P Ltd
- Location
- Mumbai, Pune, Chennai, Bengaluru, Coimbatore, Hyderabad
- Salary
- Negotiable
- Closing date
- Feb 24, 2022
View more
- Job Function
- Brokerage, Portfolio Management: Alternatives, Portfolio Management: Equities, Portfolio Management: Fixed Income, Portfolio Management: Multi-Asset, Relationship Management, Structured Products, Wealth Management
- Industry Sector
- Private Wealth Management Firm
- Certifications
- Passed CFA Level I, Passed CFA Level II, Passed CFA Level III (Charter Pending), CFA Charterholder
- Employment Type
- Full Time
- Education
- Bachelors
Job Details
About us
Spark Family Office and Investment Advisors (India) Private Limited, or Spark Private Wealth (SFO), is a subsidiary of Spark Capital Advisors (India) Limited (SCA). We extend the core DNA of Spark Capital - Knowledge, Integrity, Trust & Transparency - to help Affluent Families, Business Owners / Promoters, Family Offices, New Age Entrepreneurs and CXOs to navigate a world full of opportunities and risks.
We offer products and services designed to help them seamlessly create, preserve and transition their wealth across generations. Our offerings are backed with a robust Investment Policy Framework which is backed by best-in-class research and superior execution to pick future winners well ahead of our competition.
SFO is a member of the NSE and BSE, offering equity broking and DP services (through CDSL DP licence held by SCA) and a PMS provider, offering discretionary (D-PMS), non-discretionary (ND-PMS), Advisory-PMS.
https://portal.sparkadvisors.in/about-us
Position Details
Roles as Wealth RM
Team Leads / Senior Relationship Manager/ Junior RM
1
Work experience
5-18 years +
2
Qualification / Education
MBA, CA, CFA
3
Location
Mumbai
4
Technical Skills
BUSINESS DEVELOPMENT
- Responsible for acquiring & servicing HNIs, family offices, corporates, Non AMC led PMS and AIF & trusts for their equity & derivative requirement
- A good part of the job is largely tailored around client requirement - this could be a mix of pitching investment ideas/ advising (over email/phone/ in person), bringing research analysts and CIO to meet clients as well as dealing with bespoke requests.
- Ability to advice clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
- Have successfully build and generated new business across a large set of client base
- Has demonstrated on developing deep and strong client relationship and has the ability to maintain high level of retention
RESEARCH AND PRODUCT KNOWLEDGE
- Should be on top of current affairs, market developments and should always keep abreast with market knowledge and mkt intelligence.
- Should coordinate with research team and wealth products team and advise client basis intelligent analysis of facts
- To read, research and update themselves on available investment opportunities in the market.
CROSS SELLING
- Non – Equity product Knowledge
- Ability to cross sell other financial products showcased by the wealth product team
COMPLIANCE
- Responsible to ensure all activities are in adherence as per Compliance framework
- NISM Certification
5
Non Technical Skills
- Team player
- Good interpersonal & communication skills
6
CTC
Commensurate with experience
Company
- Spark Capital is India’s leading full-service mid-market investment bank, providing a full suite of services encompassing Investment Banking Advisory, Institutional Equities, Wealth Management, Portfolio Management Services, Structured Finance & Debt Syndication.
- Spark’s Investment Banking Advisory division has successfully consummated a total transaction value of ~US$1.6 Bn across 30 transactions in the last 36 months
- Spark’s Investment Banking division has a presence in Bangalore, Chennai, London & Mumbai
- ~25 strong Investment Banking team (~125 employees overall)
- Website: www.sparkcapital.in
- Telephone
- 080 - 49193500
- Location
-
No 503 and 504, 5th Floor, Prestige Towers
No 99/100, Residency Road, Bangalore - 560025
Bangalore
Karnataka
560066
IN
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