Client Financial Partner

As a member of our team, you will have the opportunity to transition your existing client relationships to our organization based on merit. You will be responsible for conducting pre-scheduled, high-value online meetings with potential clients having a portfolio size of 50L+. Utilizing our organization's proprietary tech-driven approach, you will provide data-driven insights on clients" portfolios. Your role will involve articulating our unique value proposition to convert high-intent leads into investors and cultivating trust to foster lasting relationships with clients through exceptional service. Additionally, staying updated on market dynamics to provide meaningful and timely advice will be a key aspect of your responsibilities. Working at our organization comes with a myriad of benefits. You will have the chance to grow professionally through various opportunities such as taking ownership of impactful projects and expanding your expertise across domains. Competitive compensation with industry-best incentives and wellness benefits await you. Our organizational culture is characterized by a flat, open-door structure where every idea is valued, fostering a dynamic and supportive work environment that promotes teamwork and inclusivity. Collaborating with highly talented teams in finance, product, and tech will enhance your skills and knowledge across various domains. We are seeking dynamic individuals who are passionate about finance and client success to join our team. The ideal candidate should possess outstanding communication skills with the ability to simplify complex financial concepts. Expertise in financial products like mutual funds, bonds, and portfolio management services is required. Proficiency in MS Excel is essential, and prior experience in financial services, sales, or banking is preferred. Key attributes that we value in potential candidates include being energetic and self-driven with a go-getter attitude, having high ownership and a results-oriented mindset, being a team player with a collaborative mindset, and being flexible and open to challenges with a commitment to growth.,