Wealth Relationship Manager - Team Leads / Senior Relationship Manager/ Junior RM

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