Wealth Manager/Client Financial Partner - Digital (2-6 yrs)

Job Title: Client Financial Partner- Digital

Education: Graduate/ MBA/ CA/ CFA

Experience: 2 - 6 years of experience in the wealth segment and a detailed knowledge about selling of Mutual Funds & PMS (Portfolio Management Services) & AIF (Alternate Investment Funds)

Location: Multiple location(For Mumbai- 5-12 years of experience into wealth only-With book

For Bangalore - 2-9 years years of Experience into wealth)

Certifications Required: NISM VA & XXIA mandatory (will have to obtain within 1 month of joining)

Preferences: Local Candidates with relevant Experience and good Communication Skills

Working Days: Any 6 days Working as per the Requirement

About the role :

We are actively seeking dynamic individuals to join the Inbound Business Team at Client Organisation. In this capacity, you will engage with discerning inbound clients possessing a net worth of 50 lakhs and above. Your primary responsibilities will encompass facilitating a comprehensive understanding of Organisation's Portfolio Management Service and Mutual Fund investment strategies, ultimately guiding clients in their investment endeavors.

What you will work on: (PMS SALES)

You get pre-scheduled video meetings with potential clients where you will have to review client's portfolio holdings and give your expert suggestions on if their holdings is aligned with the market (portfolio size of - 50L & above)

Interact and convert these high-intent inbound clients into investing in our portfolio products.

Have good knowledge of the overall markets and use those points in your conversations with clients.

Evaluate customer requirements and asset distribution, actively initiate communication with the customer to confirm a thorough comprehension of their financial needs and future wealth management objectives.

Showcase the client's portfolio management approach of fund selection, investment strategies, risk management and guide them on future investments.

Maintain good relationships with your existing clients for investing more into different products which we offer.

What we expect:

Excellent communication skills

Must be able to articulate complex topics seamlessly to clients.

High ownership and strong stakeholder management skills (both internal and external)

Thorough knowledge of financial products like mutual fund, stocks, bonds and portfolio management service

Must have high ownership on performance

Proficient in MS-Excel

Prior experience preferred in sales, financial services or banks

Education & Certifications:

MBA in Finance

CA or CFA is preferred

NISM VA and XXIA certificates (Required with-in 30 days of joining)

Minimum experience of 2 years in financial sales

What you can expect:

A great work environment with high ownership and growth opportunities

Best in market compensation and Incentives

Work closely with the founding and the leadership team on key projects

High talented team members to coordinate and work with

Open door work culture

Flat organizational structure

Wide scope of learning opportunities in different areas of business by working side by side with product team and tech team

To succeed in this role:

Bring a high level of energy and enthusiasm to your role.

Dedication to go the extra mile to achieve outstanding results.

Ability to thrive in a team-oriented environment.

Openness to change, embrace challenges, and continuously seek opportunities for growth and development.

Fresh perspectives and innovative thinking to solve problems.

Folks you will work with:

The people you work with are crucial to your experience and success at work. You will work closely with the following people like ,Co-Founders, Head of Business, Head of Digital Acquisition Business, Head of Product, Head of Design, Head of Engineering. What you can expect:

A great work environment with high ownership and growth opportunities.

Best in market compensation and Incentives.

Work closely with the founding and the leadership team on key projects.

High talented team members to coordinate and work with.

Open door work culture.

Flat organizational structure.

Wide scope of learning opportunities in different areas of business by working side by side with product team and tech team.