Assistant Manager - Wealth Management Group

The candidate should be a post-graduate preferably a CFP / CFA / CA / MBA Finance. Knowledge of equities, debt, financial planning, taxation etc a must.

Minimum 2 to 3 years of experience in the relevant field.

Job Profile:
- Advisory Functions to existing high networth clients
- Client Relationship Management
- Marketing of various financial products

Please apply with your CV to positionrm@ppfas.com. Only candidates residing in Mumbai need apply.


Associate - Wealth Management Group

Job Description - Client Servicing & Acquisition.

The job entails:
- Helping the client to complete the account opening formalities. This may require travel to his office / place of residence / out of Mumbai.
- Documentation and follow-up
- Maintain Client Relations
- Operations Functions
- Marketing Functions

Pre-requisites:
- The candidate should have a good command over English
- Should be minimum a Graduate
- Have client servicing experience of at least 1 year

Please apply with your CV to positionrm@ppfas.com. Only candidates residing in Mumbai need apply.