Mighty - Senior Investment Advisor (5-8 yrs)

About Us :

Increasing lifespans & a rapidly growing older population in India have created a huge opportunity to manage retirement investments. We believe there is a ~Rs.25 lakh crore potential AUM opportunity within retirement investments today which is mostly serviced by bank FDs, insurance policies and government small savings & retirement schemes.

At Mighty, we specialise in providing research-backed & customised solutions for retirement planning using mutual funds as the main financial instrument. Our mission is to guide individuals through every stage of their retirement journey - we start with detailed planning, help set up investments and manage the retirement corpus throughout the client's life to generate a steady income after retirement.

Through our modern web-based platform, we combine sophisticated investment management with expert guidance to ensure a secure financial future for our clients. We have seen significant traction during 2024, growing our assets under management by nearly 2.5x. We are a boot-strapped and operationally profitable entity, based in Bengaluru. Mighty was founded by Rajeev Chebolu, an IIT Madras and Kellogg School of Management alumnus, with over 15 years of expertise in private equity and CFO roles at startups.

Role & Key Responsibilities :

- Drive AUM growth from marketing leads and advisor's existing network of clients

- Manage the investment portfolios of existing customers

- Stay updated on market trends, product offerings, and regulatory changes to provide informed advice

- Mentor and train junior advisors, ensuring alignment with the company's philosophy and client service standards

- Develop investment-related content for social media, websites, and customer-facing materials

- Represent the company in marketing & educational initiatives, including webinars, podcasts, live workshops and other promotional events

Skills / Required Experience:

- 5-8 years of experience as a financial advisor, financial planner, or in a related role, with a proven track record of managing high-net-worth portfolios

- At least 4 years of recent experience working directly with clients

- Excellent written and verbal communication skills

- Willingness & ability to represent the company publicly, including in social media video content

- Deep understanding of financial products and market trends

- NISM X-A & X-B, CFP or CFA certifications are preferred

- MBA degree is preferred