Operations Manager

About Pratibha Wealth

Pratibha Wealth is a professionally managed firm specializing in wealth management and financial advisory services. The company is committed to assisting individuals and families in accumulating, managing, and safeguarding their wealth. Their service offerings include tailored financial planning, Mutual Funds, Insurance, Portfolio Management Services (PMS), Fixed Income Products, Tax Planning, Retirement Planning, and Investor Education. Emphasizing long-term client relationships, Pratibha Wealth offers impartial advice and personalized financial solutions.

Key Responsibilities

• Establish and nurture robust relationships with both existing and potential clients.
• Evaluate client financial requirements and propose suitable wealth management strategies.
• Manage client interactions related to investment documentation, KYC procedures, onboarding, and ongoing service support.
• Address client inquiries promptly and professionally to ensure satisfaction.
• Conduct follow-ups on investments, renewals, portfolio assessments, and financial planning discussions.
• Assist Wealth Managers with daily client servicing and relationship upkeep.
• Keep client records precise and updated within the CRM system.
• Provide exceptional customer experiences while ensuring adherence to organizational policies.

Required Qualifications and Skills

• Graduation is mandatory.
• NISM Series V-A certification for Mutual Fund Distributors is required.
• MBA in Finance or Marketing is preferred.
• Excellent spoken and written communication abilities, with strong proficiency in spoken English.
• Confident, articulate, and presentable personality.
• Effective relationship management and customer servicing capabilities.
• Ability to work professionally in a client-centric setting.
• Self-driven with eagerness to learn and progress.

Other Requirements

• Candidate must possess a personal laptop.
• Comfortable utilizing digital tools and online platforms.
• Preference given to candidates available for immediate joining.

Why Join Pratibha Wealth?

• Be part of a rapidly expanding wealth management organization.
• Receive thorough onboarding and continuous learning opportunities.
• Company-funded professional certifications to help advance your career in financial services.
• Participation in weekly training sessions led by top Asset Management Companies, Insurance firms, and industry professionals to broaden your knowledge and develop advisory and professional skills.
• Hands-on experience in wealth management, financial planning, and client relationship management.
• A supportive workplace focused on learning, collaboration, and career growth with clear progression paths.