Job Description

Education Qualification :MBA/Graduate (any discipline)

Education Background:

Finance/Marketing/Sales Work Experience (Yrs) Min. 3 Years & Max 15 Years in Sales/Wealth Management/Banking

Work Profile

:

Acquiring HNI/UHNI clients in wealth/portfolio management, mutual funds, financial planning Certification NA Communication Good written and spoken English communication Soft Skills Presentable; analytical; good interpersonal skills; quick learner, ownership mindset

:

- Acquiring clients for wealth management services like investment management and goal-based financial planning.

- Preparing reports and presentations for investor awareness and client engagement - Educating potential clients regarding the various services offered by the firm in an offline or online meeting - New client conversions Miscellaneous Details

- No product selling targets.

- Mon to Fri full day working (9:30 AM to 6:30 PM) and Saturday half-day working from home - Work from Office

Role:

-Meeting clients face to face when required

- You will be working directly with the founders in the core team

- Must have experience dealing with HNIs/UHNIs

Job Types: Full-time, Permanent

Pay: ?1,000,000.00 - ?1,500,000.00 per month

Benefits:

Health insurance Provident Fund
Schedule:

Day shift
Work Location: In person