Parag Parikh Financial Advisory Services Pvt. Ltd. (PPFAS Ltd.), a boutique investment advisory firm incorporated in 1992, is the sponsor of PPFAS Asset Management (PPFAS AMC). PPFAS Ltd. is also amongst India's earliest SEBI Registered Portfolio Management Service (PMS) providers. For More Information visit our website:

Job Description:

We are looking to hire an enthusiastic Client Advisor to create a gamut of investment options for your clients to offer them a holistic portfolio-building experience.

  • Develop and implement strategies to acquire new clients and expand existing relationships.
  • Provide expert advice on stocks, bonds, mutual funds, and other financial products.
  • Collaborate with the sales team to identify opportunities for cross-selling and upselling.
  • Monitor market trends and analyse data to inform investment recommendations.
  • Manage client portfolios and ensure adherence to risk management policies.
  • Stay up-to-date with regulatory requirements and compliance standards.
  • Various aspects of financial planning viz. Goal Planning, Cash Flow Management, Insurance, Investments, Estate Planning, Proficient with Excel
  • Ability to use Financial Software such as Omnimax
  • He / she should also have a pleasing personality, be well-read and be able to converse on a variety of topics (both financial and non-financial) with clients.
  • Exp wealth Management / Wealth Products / PMS / Mutual fund / Equity / Insurance.
  • You forge a strong bond with the clients and understand their background, financial history, current income, lifestyle requirements, tax saving plans, etc.
  • You also counsel them on what their short-term and long-term goals are.
  • Use your knowledge and skills to implement a strategy to cover a list of various investment opportunities that suit the clients objectives.
Qualification & Experience:
  • Strong knowledge of stock market, equity advisory, equity broking, share market, digital sales, sales, capital market, NISM, NCFM, and financial markets.
  • Proficient in using technology tools for managing client portfolios and analyzing data.
  • Ability to work collaboratively with the sales team and other departments within the organization.
  • Certified Financial Planner / Chartered Wealth Manager / Chartered Financial Analyst (At least cleared one level)
  • NISM Series V-A
  • Relevant Experience : At least 2 years in Wealth Management
Job Location: Mumbai

Interested? Please click here to fill out the form.