Rupeeting | Investment Advisor | mumbai
6 days ago
Investment Advisor
to spearhead client acquisition and servicing in a newly-launched but promising product called
Voyager .
Voyager is a stock advisory service, wherein Rupeeting helps clients
rebuild and manage stock portfolios . Within just a few months of launch, we are already at a healthy double-digit crore AUA, which we intend to multiply over the coming months.
The job role will involve management of end-to-end client relationships:Building and managing the sales funnel for Voyager through digital and affiliate marketingReviewing stock portfolios of potential clients and recommending an optimum strategy for course correctionGenerating interest in Voyager and achieving sales targetsManaging client portfolios with the help of the research teamGenerating returns for clients consistently and maintaining a healthy relationship with them
We need someone who meets the following requirements:Strong understanding of finance and investments - has a degree in business, finance or economics, and has made some progress on CFA or FRMKeen interest in stocks - is passionate about stocks, understands basics of equity markets, and is keen to
constantly learn moreExceptionally good communication - is good at writing and speaking, and can be as good at selling as at calming nervesAbility to build and scale - is good at standardising processes, building systems and leveraging technology in order to scaleElevated level of drive - is motivated to make it big, thinks in multiples and can manage to survive in a place that is extremely high on growth
While the job is currently remote, we are looking at centralising our operations in Mumbai in 2025. We would prefer someone who is long-term oriented, and is alright with relocating to Mumbai in a few months.
Rupeeting is an investment advisor - managing smallcases, and building personalised equity advisory. It is associated with the Paterson Group, which has presence across stock broking, wealth management and portfolio management services.
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Rupeeting | Investment Advisor | mumbai
6 days ago
Mumbai, India Rupeeting Full timeRupeeting is looking for an Investment Advisor to spearhead client acquisition and servicing in a newly-launched but promising product called Voyager .Voyager is a stock advisory service, wherein Rupeeting helps clients rebuild and manage stock portfolios . Within just a few months of launch, we are already at a healthy double-digit crore AUA, which we...
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Rupeeting | Investment Advisor | mumbai
6 days ago
mumbai, India Rupeeting Full timeRupeeting is looking for an Investment Advisor to spearhead client acquisition and servicing in a newly-launched but promising product called Voyager . Voyager is a stock advisory service, wherein Rupeeting helps clients rebuild and manage stock portfolios . Within just a few months of launch, we are already at a healthy double-digit crore AUA, which we...
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Mumbai, India Rupeeting Full timeRupeeting is looking for an Investment Advisor to spearhead client acquisition and servicing in a newly-launched but promising product called Voyager.Voyager is a stock advisory service, wherein Rupeeting helps clients rebuild and manage stock portfolios. Within just a few months of launch, we are already at a healthy double-digit crore AUA, which we intend...
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