Financial Associate

2 days ago

Hyderabad, Telangana, India Where2invest Limited Full time ₹ 6,00,000 - ₹ 12,00,000 per year

Role Objective:

To independently generate client leads, build strong investor relationships, and achieve targets by positioning Where2Invests new investment product alongside other financial offerings in the market.

Key Responsibilities :


• Promote and sell Where2Invests upcoming investment product by engaging with retail, HNI, and institutional investors.


• Conduct need-based financial planning for clients by considering Mutual Funds, FDs, Bonds, PMS, AIF, NPS, SGBs, and other Indian market instruments.


• Independently manage the sales pipeline: prospecting, cold-calling, scheduling meetings, converting leads, and closing deals.


• Achieve and exceed assigned monthly/quarterly sales targets.


• Build strong client relationships by providing continuous portfolio support and establishing trust.


• Compile market intelligence and competitor product knowledge to strengthen Where2Invests positioning.


• Participate in investor awareness events, product webinars, and presentations.


• Ensure all transactions, recommendations, and interactions comply with SEBI/RBI/AMFI standards and internal company policies. Desired Candidate Profile


• Education: Graduate/Postgraduate in Finance, Economics, or related fields. MBA in Finance/Marketing is desirable.


• Experience: 1-2 years in sales of financial products such as Mutual Funds, PMS, AIF, Bonds, Insurance, or Banking assets. Proven record of meeting or exceeding sales targets preferred.


• Finance Knowledge: Thorough exposure to investment distribution and ability to explain product features to both retail and high-net-worth individuals.


• Certifications: NISM certifications (Mutual Fund VA, Equity Derivatives VIII, Research Analyst XV, Investment Adviser XA & XB, etc.) will be given preference.


• Skills Required: o Strong financial acumen with client-facing confidence o Excellent negotiation and sales closing skills o Relationship management with both individuals and corporate clients o Self-driven and capable of working with minimal supervision o Good MS Excel / CRM knowledge for maintaining sales records What We Offer


• Attractive fixed salary + lucrative incentive structure (latter stage)


• Opportunity to work on new-age investment product launches in India


• Accelerated career growth into Relationship Manager, Wealth Manager, or Team Leader roles


• Recognition-based rewards for outstanding performers Career Path Both Fresher and Experienced profiles will be groomed for growth into:
• Wealth Manager
• Relationship Manager
• Sales Head / Channel Manager
• Investment Distribution & Advisory Specialist sibilities

Preferred candidate profile

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