Careers
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Open Positions
Relationship Manager – Wealth Management
Location: Bangalore- South
Employment Type: Full-time
Role Overview
As a Relationship Manager, you will be responsible for managing and growing a portfolio of MNI clients. You’ll provide personalized financial advice, offer tailored investment solutions, and ensure exceptional client service. This role is ideal for professionals who thrive in a client-centric, entrepreneurial environment and have a passion for wealth creation and financial planning.
Key Responsibilities
- Client Acquisition & Relationship Management
- Build and maintain strong relationships with MNI clients (₹25L–₹2Cr portfolio range)
- Acquire new clients through referrals, networking, and targeted outreach
- Conduct regular portfolio reviews and financial health check-ins
- Investment Advisory
- Recommend suitable investment products based on client goals and risk appetite
- Offer solutions across mutual funds, PMS, AIFs, insurance, bonds, and structured products
- Stay updated on market trends and communicate insights to clients
- Financial Planning
- Assist clients with goal-based planning (retirement, education, tax optimization)
- Create customized asset allocation strategies and monitor performance
- Compliance & Reporting
- Ensure adherence to SEBI regulations, KYC/AML norms, and internal policies
- Maintain accurate records of client interactions and transactions
- Collaboration
- Work closely with product specialists, research analysts, and operations teams
- Participate in internal training and contribute to product development feedback
Qualifications & Skills
- Bachelor’s degree in Finance, Economics, Business, or related field
- 2–5 years of experience in wealth management, private banking, or financial advisory
- Strong understanding of financial products and portfolio management
- Excellent communication, interpersonal, and negotiation skills
- Certifications like NISM, AMFI, CFP
- Ability to work independently and manage multiple client relationships
Preferred Attributes
- Experience in boutique firms or entrepreneurial setups
- Proven track record of revenue generation and client retention
- Familiarity with CRM tools, financial planning software, and digital onboarding platforms
What You’ll Gain
- Opportunity to work closely with senior leadership and HNI advisors
- Exposure to niche investment products and customized wealth strategies
- A dynamic, merit-driven work culture with growth opportunities
- Direct impact on client outcomes and firm success
Junior Analyst – SME Stock Research in Category 1 - AIF
Location: Bangalore - South
Employment Type: Full-time on site
Role Overview
As a Junior Analyst specializing in SME (Small and Medium Enterprises) stock research, you will support the investment team by conducting in-depth equity research, financial modelling and market analysis on listed and unlisted SME companies. This role is ideal for someone passionate about uncovering hidden gems in the small-cap space and eager to grow in a high-impact, entrepreneurial environment.
Key Responsibilities
- Equity Research & Analysis
- Conduct fundamental analysis of SME stocks across sectors
- Build and maintain detailed financial models and valuation frameworks
- Track quarterly earnings, management commentary, and industry trends
- Market Intelligence
- Monitor macroeconomic indicators and sectoral developments
- Identify emerging investment opportunities in the SME space
- Reporting & Communication
- Prepare investment notes, stock pitch presentations, and research reports
- Assist senior analysts in client presentations and portfolio reviews
- Data Management
- Collect and analyze financial statements, regulatory filings, and news
- Maintain databases of company metrics and valuation benchmarks
Qualifications & Skills
- Bachelor’s degree in Finance, Economics, Commerce, or related field
- 0–2 years of experience in equity research, investment banking, or financial analysis
- Strong understanding of financial statements and valuation techniques (DCF, relative valuation, etc.)
- Proficiency in Excel; knowledge of Bloomberg, Reuters, Screener, Ace Equity or similar platforms is a plus
- Excellent written and verbal communication skills
- Curiosity about SME businesses and ability to work independently in a fast-paced environment
Preferred Attributes
- CFA Level I or pursuing CFA/FRM
- Experience with Python or data visualization tools (Tableau, Power BI)
- Prior internship or exposure to boutique investment firms or research houses
What You’ll Gain
- Exposure to niche and high-growth SME sectors
- Mentorship from seasoned analysts and fund managers
- Opportunity to contribute to investment decisions and portfolio strategy
- A collaborative, intellectually stimulating work culture
Client Testimonials
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“A testimonial from a client who benefited from your product or service. Testimonials can be a highly effective way of establishing credibility and increasing your company's reputation.”
Client Name
“A testimonial from a client who benefited from your product or service. Testimonials can be a highly effective way of establishing credibility and increasing your company's reputation.”
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Disclaimer
First Assetz is an AMFI Registered Mutual Fund Distributor Vide ARN-115844.
Initial Registration date: 14/10/2016
Valid Till: 09/03/2027
First Assetz receives brokerage on amount invested by its customers from respective Asset Management Companies. Customers are requested to visit the link below for the detailed brokerage structure: Brokerage Disclosure
First Assetz invites its customers to visit Login to track their mutual fund portfolio 24/7 at their convenience. For any support, please write to us at info@firstassetz.com
Disclaimer: Mutual Fund investments are subject to market risk. Please read all scheme-related documents carefully. The NAVs of the schemes may go up and down depending on the market conditions. First Assetz does not have any investment products nor Registered Investment Advisors.
Investment risk solely rests with the investor.