Finmo Investment Advisors

Position Assistant Manager - Sales Wealth Advisory Location Bangalore Other locations in KarnatakaReporting To Manager - Sales Business HeadAbout RupeeRakshakRupeeRakshak is a SEBI-registered investment advisory platform offering curated baskets of stocks mutual funds bonds AIFs and personalized advisory services for HNI NRI investors Visit www rupeerakshak com Role Responsibilities- Prospect and generate direct leads through referrals networking and events - Explain investment baskets advisory products and financial planning process to prospects - Understand client risk profiles and financial goals and recommend suitable products - Work closely with the internal advisory team to finalize proposals and onboard clients - Achieve monthly sales and revenue targets - Organize and participate in investor awareness sessions webinars and campaigns - Maintain strong client relationships for repeat and cross-sell opportunities Referral Partner Network - Identify recruit and onboard referral partners such as insurance agents MF distributors brokers and financial consultants - Train referral partners on Rupeerakshak products processes and compliance requirements - Build and maintain strong relationships with referral partners to ensure regular business flow - Monitor performance of referral partners and support them with sales materials guidance and timely payouts - Ensure all partner-sourced clients are onboarded as per SEBI Rupeerakshak compliance standards Skills Qualifications- Graduate Postgraduate Commerce Finance preferred - 1-3 years experience in sales of financial products mutual funds insurance PMS AIFs etc - Prior experience in channel sales referral network management will be an added advantage - Knowledge of financial markets investment products and advisory services - Strong communication presentation and relationship-building skills - Networking ability self-motivated to achieve targets - NISM certification preferred can be acquired post-joining ref updazz com