Financial Advisor

16 hours ago

Chandigarh, India Assetian Full time

Company DescriptionAt Assetian, we are on a mission to transform India from a nation of savers to a nation of informed, confident investors. We specialize in crafting bespoke wealth management solutions, focusing on Mutual Funds-based niche portfolios that offer both diversity and growth potential.Our Expertise: With decades of combined experience, our team navigates the complex world of investments to deliver tailored financial solutions. We believe in a holistic approach to wealth management, starting with a comprehensive analysis of your financial situation, goals, and risk tolerance.Role DescriptionBusiness Development and Client Relationship ManagementManaging relationships with top client executivesLead the meetings with existing and new clients – explaining various service offerings of the Firm, understand client business plans and suggest relevant service offeringsClient expectation management in respect of assignments, deliverables, timelines, etc.Participation in various seminars organized by industry associations for networking and establishing connects with new clientsManaging the relationship with various trade bodies/ industry associations for potential leads Delivering technical/ marketing presentations at various forumsContributing to news articles, newsletters, etc Entry strategy for foreign companies in IndiaIdentify potential opportunities that can be taken up with existing and new clientsIdeal ProfileCFA (Level 1 or Level2) or MBA Finance with more than 3 years of experienceClient engaging and relationship management skills.Networking skills. Excellent English communication – written, verbal and presentation skills.Independently delivering on the assignments.Balancing the Business Development initiatives with ongoing client assignments.Requires excellent drafting and negotiation skills

  • Financial Advisor

    1 week ago

    Chandigarh, India Wealth Pyramid Full time

    Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Financial Advisor, based in Chandigarh. The Financial Advisor will work closely with clients to assess their financial needs, develop customized financial plans, provide advice on investments, retirement planning, and other financial matters....

  • Financial Advisor

    1 week ago

    Chandigarh, India Wealth Pyramid Full time

    Company Description We suggest you enter details here.Role Description This is a full-time on-site role for a Financial Advisor, based in Chandigarh. The Financial Advisor will work closely with clients to assess their financial needs, develop customized financial plans, provide advice on investments, retirement planning, and other financial matters....

  • Financial Advisor

    1 week ago

    chandigarh, India Wealth Pyramid Full time

    Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Financial Advisor, based in Chandigarh. The Financial Advisor will work closely with clients to assess their financial needs, develop customized financial plans, provide advice on investments, retirement planning, and other financial matters....

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    1 week ago

    Chandigarh, India SBI LIFE Full time

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    2 weeks ago

    Chandigarh, India ICICI Prudential Life Insurance Full time

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    7 days ago

    Chandigarh, India SBI LIFE Full time

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    Chandigarh, India Acme Services Full time

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    2 weeks ago

    Chandigarh, India SBI LIFE Full time

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    Chandigarh, Chandigarh, India Aupulent Full time ₹ 2,40,000 - ₹ 14,40,000 per year

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    Chandigarh, India Perfect Clicks LLC Full time

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