Financial Advisor

Company Description

At Assetian, we are on a mission to transform India from a nation of savers to a nation of informed, confident investors. We specialize in crafting bespoke wealth management solutions, focusing on Mutual Funds-based niche portfolios that offer both diversity and growth potential.

Our Expertise: With decades of combined experience, our team navigates the complex world of investments to deliver tailored financial solutions. We believe in a holistic approach to wealth management, starting with a comprehensive analysis of your financial situation, goals, and risk tolerance.

Role Description

• Business Development and Client Relationship Management
• Managing relationships with top client executives
• Lead the meetings with existing and new clients – explaining various service offerings of the Firm, understand client business plans and suggest relevant service offerings
• Client expectation management in respect of assignments, deliverables, timelines, etc.
• Participation in various seminars organized by industry associations for networking and establishing connects with new clients
• Managing the relationship with various trade bodies/ industry associations for potential leads
•  Delivering technical/ marketing presentations at various forums
• Contributing to news articles, newsletters, etc
•  Entry strategy for foreign companies in India
• Identify potential opportunities that can be taken up with existing and new clients

Ideal Profile

• CFA (Level 1 or Level2) or MBA Finance with more than 3 years of experience
• Client engaging and relationship management skills.
• Networking skills. Excellent English communication – written, verbal and presentation skills.
• Independently delivering on the assignments.
• Balancing the Business Development initiatives with ongoing client assignments.
• Requires excellent drafting and negotiation skills