Job Description

About us

Spark Family Office and Investment Advisors (India) Private Limited, or Spark Private Wealth, is a subsidiary of Spark Capital Advisors (India) Limited. 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 their 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.

https://portal.sparkadvisors.in/about-us

Wealth RM Roles: Team Leads / Senior Relationship Manager/ Junior RM

Qualification / Education: MBA, CA, CFA

Location: Mumbai, Bangalore, Chennai, Coimbatore/Kochi, Hyderabad, Kolkata.

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 be proficient with knowledge of capital markets as well as third party products such as MF, PMS, Insurance etc.

- 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

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