Archers wealth Pvt ltd
Pune, Maharashtra

17 Years in Business

1 Archers wealth Pvt ltd Jobs and Careers

  • 1 - 2 yrs
  • 0.8 Lac/Yr
  • Pune
Wealth Management Portfolio Manager Private Equity Merchant Banking
Responsible for delivering BD & Marketing strategies across Wealth Market to drive sales growth. BD, Marketing, responsibilities for driving relevant audiences understanding targets & reporting. Assist with Production of enticing BD & Marketing content across all marketing communication tailored to relevant audiences. Monitor & report on the competitor landscape & strategies.Ensuring compliances with current regulations, policies on all marketing materials & promotions.The successful candidate will have BD & Marketing experience of 1-5 years in the Broking Industry/PMS/Investment Advisory.Qualification MBA with Finance/Sales/Business Development background.Excellent verbal & written communication skills as well as keen eye for detail, fluency in English.A strong team player & Can Do attitude with organizational behavioral skills.An interest in Wealth Management industry & genuine curiosity in expanding the horizon of the company.Ability to drive projects through completion, delivering clear defined results.Generating & Converting Leads. Creating high quality marketing materials like presentations, investment proposals & product related news letters. Very good knowledge in Power Point & Excel. The candidate should be able to analyze the financial need, risk appetite of the clients & recommend suitable solution from the array of financial products available with us like Mutual Funds, PMS, structured products equity, insurance & IPOs.
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About Archers wealth Pvt ltd


Archers Wealth is a Diversified Financial Services company. Established in 2009, Archers Wealth is group of Investment Bankers with decades of experience under our belt. In the fastest growing economy of India, we make sure that our customers investment grows just as fast as possible. Our aim is to keep the portfolios of our customers focused by not diversifying too much, which will also ensure maximum Real Returns. We invest in a company only after detailed analysis rather than forming an impression of a company based on the short term valuations. Our stock strategy outperforms Sensex by 34% considering last 7 years of CAGR. (Results considered with all Transaction charges and Taxes). Extensive back testing proves strong above average results for everyone.

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