Investment Advisory/ Business Development – BFSI
2 weeks ago
Role: Investment Advisory Sales & Business Development
Designation: Investment Advisory Sales
A funded fast-growing personal finance advisory platform looking for bright & growth-oriented candidates who will work directly with the founders as part of the core team.
Job Description
Acquiring clients on investment planning, goal-based financial planning and asset allocation strategies Preparing reports and presentations for investor awareness and client engagement Educating potential clients regarding the various services offered by the firm in an offline or online meeting New client conversionsCandidate Eligibility Criteria
Education Qualification : MBA/Graduate (any discipline) Residence: Delhi NCR Education Background: Finance/Marketing/Sales Work Experience (Yrs): 3 Years & Max 15 Years in Sales/Wealth Management/Banking Work Profile: Acquiring HNI/UHNI clients in wealth/portfolio management, mutual funds, financial planning Communication: Good written and spoken English communication Soft Skills: Presentable; analytical; good interpersonal skills; quick learner, ownership mindset-
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