Investment Advisory Sales

3 days ago

Delhi, Delhi, India The Search House Full time ₹ 9,00,000 - ₹ 12,00,000 per year
A funded fast-growing personal finance advisory platform looking for bright & growth-oriented candidates who will work directly with the founders as part of the core team. Candidate Eligibility Criteria
  • Acquiring clients on investment planning, goal-based financial planning, and asset allocation strategies
  • 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
Candidate Eligibility :
  • 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
Communication: Good written and spoken English communication

Soft Skills : Presentable; analytical; good interpersonal skills; quick learner, ownership mindset

Company Profile : 

Established in 2014, this company is a fee-only, fast-growing & funded fintech advisory firm with unique and high-quality offerings in the investment management industry. Run by professionals from IIT/CFA/CFP backgrounds, TMC is a SEBI Registered Investment Adviser (RIA) that provides professional, unbiased, and personalized investment management solutions at an affordable cost. The firm does not earn any commissions and therefore is a true fiduciary to its clients. Office Location: Nehru Place, Delhi

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