Client Financial Partner (1-3 yrs)

Job Title: Client Financial Partner - Digital

Location: Multiple Locations

Education: Graduate/MBA/CA/CFA

Experience: 1-6 years in wealth management (Mutual Funds, PMS, AIF)

Working Days: 6 days/week

Role Overview:

Engage with high-net-worth inbound clients (- 50L+) to provide investment advice on Portfolio Management Services (PMS), Mutual Funds, and Alternate Investment Funds (AIF). Guide clients through investment strategies, onboarding, and tax planning while fostering strong relationships.

Responsibilities:

- Conduct pre-scheduled meetings to review client portfolios and suggest improvements.

- Convert high-intent leads into investors in portfolio products.

- Apply market knowledge to advise on investment strategies.

- Coordinate client onboarding with internal teams.

- Maintain and expand relationships with existing clients.

Requirements:

Education: MBA/CA/CFA preferred.

Experience: 1+ year in financial services sales (banks, fintechs, AMCs).

Skills:

- Strong communication and stakeholder management.

- Deep knowledge of mutual funds, PMS, or stocks.

- Ability to simplify complex financial concepts.

Certifications: NISM Mutual Funds & PMS Distributors (mandatory within one month).