Investment Advisory Sales
3 days ago
**Education Qualification :MBA/Graduate (any discipline)**
**Education Background**:Finance/Marketing/Sales Work Experience (Yrs) Min. 3 Years & Max 15 Years in Sales/Wealth Management/Banking
**Work Profile**:
Acquiring HNI/UHNI clients in wealth/portfolio management, mutual funds, financial planning Certification NA Communication Good written and spoken English communication Soft Skills Presentable; analytical; good interpersonal skills; quick learner, ownership mindset
- Acquiring clients for wealth management services like investment management and goal-based financial planning.
- Preparing reports and presentations for investor awareness and client engagement - Educating potential clients regarding the various services offered by the firm in an offline or online meeting - New client conversions Miscellaneous Details
- No product selling targets.
- Mon to Fri full day working (9:30 AM to 6:30 PM) and Saturday half-day working from home - Work from Office
**Role**:
- Meeting clients face to face when required
- You will be working directly with the founders in the core team
- Must have experience dealing with HNIs/UHNIs
**Job Types**: Full-time, Permanent
Pay: ₹1,000,000.00 - ₹1,500,000.00 per month
**Benefits**:
- Health insurance
- Provident Fund
Schedule:
- Day shift
Work Location: In person
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