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About Guardian
• Guardian Capital has been awarded “The best investment advisory firm across India” by CNBCTV18
• We are an Elite Wealth and Asset Management firm that offers a wide variety of services ranging from Wealth Management to Financial Planning to Taxation services, all under one roof—all customizable to fit the client’s individual needs.
Why work at Guardian? (5 reasons)
- We believe our people are our greatest assets.
- We are ONLY looking to hire individuals that have integrity, passion and are looking to be the best.
- The company is small and is in it’s growth phase, which means there are plenty of growth opportunities for the right individuals.
- We believe a person’s time is the most valuable resource they have, since most of our time is spent at work we believe it needs to be a fun and exciting place to be. We make sure our team members find each and every role meaningful and fulfilling.
- We want to make the greatest difference in the quality of life for the families that have trusted us with their savings
What is the role?
Products & Distribution Manager:
The following are the pillars that steer advisor daily activities, playing a crucial role in our organizational success
Ideal Candidate: Candidates with Master’s degree in Business Administration, Finance, or related field are preferred and should have 2 years of relevant experience with an with CFP pursuing or NISM Series: VA Certification. Experience in tools preferred: BSE, MFU, Demat a/c opening
Pillar 1: Research
- Assist in equity research and mutual funds.
- Analyse and interpret quantitative and qualitative data to produce insightful reports.
Pillar 2 : Client Servicing
- Obtain necessary documents and supplementary information from clients or team leaders during onboarding.
- Address client inquiries and resolve issues as needed.
Pillar 3 : Vendor Management
- Coordinate with AMCs for investments and executions.
- Handle client queries.
Salary Range Up to 10 lac pa ( excluding bonus & Incentives).
Mode of work: Work from office (5days a week)
Location: Banjara Hills, Hyderabad
