Financial Coach, Wealth Manager

MFA Wealth Private Limited

Led by Mr. Amar Pandit Happyness Factory is a world-class goal-based investing ecosystem with the operating principle of Led by technology and assisted by Humans. Our mission is to help every Indian family to save, invest and make wise money decisions so that they can pursue what matters most to them – “A Happy rich Life”. Along with experienced financial coaches, Happyness Factory utilizes a state-of-the-art technology ecosystem to help investors identify, plan and achieve their financial goals.

Role: (This position would be based out at Kothrud, Pune)

• To Monitor and address HNI clients on Goal based investment.
• Deliver a great client experience leading to building and growing existing AUM and work towards getting maximum client wallet share.
• Resolution of all queries for all managed clients within specified TAT.
• Collaborating in acquiring and leading client relationships and ensuring to get maximum references from them.
• Conducting regular reviews for the clients.
• Staying informed and updated about market trends, economic conditions, and changes in regulatory landscape.

Required Skills:

• Hands-on experience of 6 + years in client management (with a minimum of 4+ Years in any Mutual Fund Industry / financial space) with good understanding of financial markets and financial products, Mutual funds, Insurance, PMS.
• A go-getter, yet a pleasing personality with excellent networking and people skills with respect to both clients and the team.
• Ability to close clients and build excellent rapport with clients, identify, track and close opportunities, ability to handle diverse set of clients.
• Possess excellent verbal and written communication with fluency in spoken Marathi is mandatory.

Qualification: Graduation /Post Graduation + AMFI Certified (VA), would prefer CFP or NISM XA & XB certified

Website: www.happynessfactory.in

Head office Address: MFA Consulting Private Limited, 301, 3rd Floor, Narain Chambers, M. G. Road, Next to Vodafone Gallery, Vile Parle-East. Mumbai – 400057.

Email id: namrata.b@happynessfactory.in