Financial Assistant

4 weeks ago


Bangalore Metropolitan Area, India Talent Sutra Full time

Role Overview:


As a Financial Concierge, you will be crucial in sourcing leads, and providing expert guidance on our investment product. You will need a deep understanding of financial principles, the ability to articulate the distinct advantages compared to traditional investment options, prior background in wealth management is a plus.


Key Responsibilities:


- Lead Qualification


- Qualify and engage hot leads to assess their suitability.


- Drive and facilitate interactions with our RIAs and ensure high-quality prospects interact with our advisory team.


Educational Outreach:


- Explain the unique aspects, contrasting it with traditional investment strategies.


- Provide detailed insights into how the plan operates and its potential benefits to clients.


Client Onboarding and Advisory:


- Guide prospects to RIA interactions, followed by comprehensive one-on-one sessions to address questions and facilitate onboarding.


- Conduct personalized advisory calls to develop tailored investment strategies for each client.


Client Relationship Management:


- Build and maintain strong relationships with high-profile clients, ensuring ongoing satisfaction and engagement.


- Monitor and address clients' evolving needs and investment goals, providing proactive and responsive service.


Qualifications:


- MBA candidates with specialisation in Finance, Sales and Marketing are highly preferred.


- Bachelor's degree in Finance, Economics, Business Administration, or a related field.Related certifications (e.g., CFP) will be preferred.


- Minimum of 3+ years of proven experience in wealth management, investment advisory, or a similar financial role.


-E xtensive knowledge of investment principles, financial markets, asset management, and portfolio construction.


- Demonstrated expertise in managing high-net-worth client relationships and providing tailored financial advice.


- Strong analytical skills with the ability to interpret financial data and market trends.



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