Senior Financial Strategist

3 days ago


Mumbai, Maharashtra, India TheRecAI Full time
Job Overview

TheRecAI seeks an experienced Senior Financial Strategist to join its team in Bengaluru / Mumbai. This dynamic role offers an exciting opportunity to work in a fintech environment, build meaningful relationships with clients, and contribute to innovative investment strategies.

Key Responsibilities:
  • Lead Qualification: Engage potential leads, assess their suitability for investment offerings, and facilitate interactions between prospects and Registered Investment Advisors (RIAs).
  • Educational Outreach: Explain unique investment strategies, compare them to traditional options, and provide detailed insights into plan operations and potential benefits.
  • Client Onboarding and Advisory: Guide prospects through RIA interactions and personalized onboarding processes, conduct one-on-one advisory sessions to address client queries, and develop tailored investment strategies.
  • Client Relationship Management: Build and maintain strong relationships with high-profile clients, ensure satisfaction and engagement, monitor evolving client needs, and offer proactive support.
  • Collaboration and Financial Operations: Work closely with the Financial Operations (FinOps) team to ensure accurate execution and management of client investments, oversee the creation and maintenance of customized investment baskets based on client preferences and objectives.
  • Communication and Professionalism: Exhibit exceptional written and verbal communication skills to engage effectively with high-profile clients and maintain a professional demeanor.
Qualifications:
  • An MBA specialization in Finance, Sales, or Marketing is preferred.
  • A Bachelor's degree in Finance, Economics, Business Administration, or a related field with relevant certifications (e.g., CFP) is advantageous.
  • Minimum 3+ years of proven experience in wealth management, investment advisory, or a similar financial role.
  • Extensive 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 to interpret financial data and market trends.
  • Proficiency with financial planning tools, CRM systems, and investment platforms.
  • A high degree of professionalism, discretion, and attention to detail.

This role offers a salary range of ₹20-30 lakhs per annum, commensurate with experience and qualifications, making it an attractive opportunity for professionals seeking to advance their careers in the fintech industry.



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