
Visionary Portfolio Strategist
1 day ago
As a seasoned sales professional, you will be the key contact for prospective clients. You will delve into their financial profiles, explain our bespoke advisory services, and onboard them into our personalized stock portfolios.
You will excel in managing your sales pipeline by following up with prospects, closing deals, and meeting acquisition targets. Regular quarterly video reviews with each client are also crucial to break down portfolio performance, compare it to benchmarks, and answer queries.
Effective communication is vital – emails, calls, nudges, updates – ensuring clients feel informed and taken care of at all times. Identifying opportunities to grow each portfolio through cross-selling PMS, upselling allocations, and deepening wallet share will be a significant part of your role.
Lastly, dive into client portfolios and suggest smart improvements that align with our core investment philosophy.
Required Skills and Qualifications:- At least 2 years of experience in sales or advisory roles within the financial services sector
- Strong academic background
- Exceptional communication skills, clear, confident, and convincing
- Deep knowledge of financial markets, MFs, stocks, and investment strategies
- High sales ownership and strong relationship-building instincts
- Ability to explain complex investment methodologies to clients in simple terms
Join a fast-moving startup rethinking how India invests. Collaborate with passionate individuals genuinely committed to building something valuable. If you thrive in sales, markets, and helping people grow their wealth, you'll find this environment highly stimulating.
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