Financial Associate

Role Objective:

To independently generate client leads, build strong investor relationships, and achieve targets by positioning Where2Invests new investment product alongside other financial offerings in the market.

Key Responsibilities :

• Promote and sell Where2Invests upcoming investment product by engaging with retail, HNI, and institutional investors.

• Conduct need-based financial planning for clients by considering Mutual Funds, FDs, Bonds, PMS, AIF, NPS, SGBs, and other Indian market instruments.

• Independently manage the sales pipeline: prospecting, cold-calling, scheduling meetings, converting leads, and closing deals.

• Achieve and exceed assigned monthly/quarterly sales targets.

• Build strong client relationships by providing continuous portfolio support and establishing trust.

• Compile market intelligence and competitor product knowledge to strengthen Where2Invests positioning.

• Participate in investor awareness events, product webinars, and presentations.

• Ensure all transactions, recommendations, and interactions comply with SEBI/RBI/AMFI standards and internal company policies. Desired Candidate Profile

• Education: Graduate/Postgraduate in Finance, Economics, or related fields. MBA in Finance/Marketing is desirable.

• Experience: 1-2 years in sales of financial products such as Mutual Funds, PMS, AIF, Bonds, Insurance, or Banking assets. Proven record of meeting or exceeding sales targets preferred.

• Finance Knowledge: Thorough exposure to investment distribution and ability to explain product features to both retail and high-net-worth individuals.

• Certifications: NISM certifications (Mutual Fund VA, Equity Derivatives VIII, Research Analyst XV, Investment Adviser XA & XB, etc.) will be given preference.

• Skills Required: o Strong financial acumen with client-facing confidence o Excellent negotiation and sales closing skills o Relationship management with both individuals and corporate clients o Self-driven and capable of working with minimal supervision o Good MS Excel / CRM knowledge for maintaining sales records What We Offer

• Attractive fixed salary + lucrative incentive structure (latter stage)

• Opportunity to work on new-age investment product launches in India

• Accelerated career growth into Relationship Manager, Wealth Manager, or Team Leader roles

sibilities

Preferred candidate profile