Financial Advisor

You will be responsible for Business Development and Client Relationship Management at Assetian. Your key responsibilities will include: - Managing relationships with top client executives - Leading meetings with existing and new clients to explain various service offerings of the Firm, understand client business plans, and suggest relevant service offerings - Managing client expectations regarding assignments, deliverables, timelines, etc. - Participating in various seminars organized by industry associations for networking and establishing connects with new clients - Managing relationships with various trade bodies/industry associations for potential leads - Delivering technical/marketing presentations at various forums - Contributing to news articles, newsletters, etc - Developing an entry strategy for foreign companies in India - Identifying potential opportunities that can be pursued with existing and new clients The ideal candidate for this role should possess the following qualifications and skills: - CFA (Level 1 or Level 2) or MBA in Finance with more than 3 years of experience - Client engaging and relationship management skills - Networking skills - Excellent English communication skills (written, verbal, and presentation) - Ability to independently deliver on assignments - Balancing Business Development initiatives with ongoing client assignments - Excellent drafting and negotiation skills At Assetian, we specialize in crafting bespoke wealth management solutions, with a focus on Mutual Funds-based niche portfolios that offer diversity and growth potential. Our team, with decades of combined experience, 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.,