Client Financial Partner - Digital Sales - Bank (2-6 yrs)

About the Role:

We are looking for dynamic professionals to join the inbound business team at our client organization. In this role, you will interact with high-net-worth individuals (- 50L+), helping them understand the organization's Portfolio Management Services and Mutual Fund strategies, and guiding them on their investment journey.

Key Responsibilities :

- Conduct pre-scheduled video meetings to review client portfolio holdings and provide expert investment advice.

- Engage with high-intent inbound clients, converting them into investors in the organization's portfolio products.

- Leverage analytical skills to align client portfolios with market conditions.

- Demonstrate in-depth market knowledge to enhance client conversations and investment strategies.

- Evaluate client requirements, ensuring comprehensive understanding of their financial goals.

- Showcase portfolio management approaches, including fund selection, investment strategies, and risk management.

- Facilitate client onboarding by coordinating with operations, product, and tech teams.

- Advise clients on tax implications related to fund entry and exit strategies.

- Build and maintain strong relationships with clients for long-term investment engagement.

Qualifications & Skills:

- 1+ years in financial services sales (retail banking, fintech, AMCs, etc.).

- Proficient in mutual funds, stocks, or PMS with the ability to simplify complex concepts.

- Excellent communication and stakeholder management skills.

- High ownership, enthusiasm, and adaptability to challenges.

- NISM Mutual Funds & PMS Distributors certification (required before joining).

What You Can Expect:

- A collaborative work environment with exposure to leadership.

- Competitive compensation and incentives.

- Opportunities for learning across business, product, and technology domains.

- A flat organizational structure and open-door culture.