Our Openings
If you do not find a suitable position below, you may email your resume to hr@prakala.com.
Portfolio Manager (Location: Chennai)
We are seeking a highly skilled Portfolio Manager with a strong foundation in finance, investment analysis, and wealth management Qualifications: * Thorough knowledge of Mutual Funds, PMS, AIFS, Bonds, Loans, Stock & Other Investment products. Financial Planning for retail customers HNI * Conduct in-depth financial analysis of companies, industries, and economic trends. * Experience: CA/CFA certification or 5+ years in investment management or financial journalism (e.g., The Hindu Business Line)
Branch Manager (Location: Madurai & Trichy)
The Branch Manager will be responsible for overseeing all branch operations, ensuring compliance with regulatory guidelines, and driving sales and client acquisition for Prakala Wealth Pvt Ltd in Madurai and Trichy. The role demands leadership, a strong understanding of wealth management products, and the ability to engage with HNI and UHNI clients effectively. Qualifications: * Bachelor’s or Master’s degree in Finance, Commerce, or related field * Additional certifications such as MBA, CFP, or CFA preferred * Strong communication & leadership skills * Experience: Minimum 5 years of experience in wealth management or financial services
Operations Executive / Sales Manager (Location: Coimbatore)
The Operations Executive / Sales Manager will be responsible for supporting the Coimbatore branch in delivering seamless client service and sales coordination. This role includes assisting Relationship Managers and the Sales team with both pre-sales and post-sales activities, ensuring operational efficiency and client satisfaction. The ideal candidate will have experience in mutual funds, insurance, PMS, or wealth management, and will be expected to prepare client reports, investment proposals, and product comparison documents with accuracy and professionalism. Qualifications: * Bachelor's/Master's degree in Commerce, Business Administration, Finance, or any other relevant field. * CFA or CFP certification (preferred) * 0-2 years of experience in sales operation, back-office support, or a related field * Proficiency in MS Excel, Tally, CRM platforms, and basic financial tools * Knowledge of Wealth Management, Mutual Funds, PMS, Bonds, Insurance and AIF
Job Application
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