Qualifications & Experience Candidate must be CFP® – Certified Financial Planner (FPSB) NISM Certifications preferred (VA-MF, XXI-PMS,XIX-AIF, XIII-Common Derivatives) Bachelor’s degree in Finance, Commerce, Economics, or related field 1-2 Years of relevant experience in wealth management, investment advisory and Personal finance Proven track record of managing HNI/UHNI clients and investment portfolios Key Responsibilities: Investment Recommendation to HNIs Research & Analysis of latest markets offerings & trends Key Skills & Competences Effective knowledge of Alternates, Unlisted & HNI Products. Strong Analytical Skills Excellent Communication & Presentation Skills to work with HNIs Strong Decision-Making & Problem Solving abilities Strong Networking & Client Acquisition Skills Regulatory & Compliance Awareness Job Type: Full-time Pay: ₹30,000.00 - ₹50,000.00 per month Schedule: Day shift Fixed shift Application Question(s): Candidate should have minimum experience of 1 year in handling HNI Clients Location: Chandigarh, Chandigarh (Preferred) Work Location: In person
Role Overview: You will be responsible for making professional and persuasive outbound calls to potential clients/prospects, acquiring and servicing clients, following up on leads, fixing appointments with senior managers, handling client queries, resolving issues, ensuring smooth backend operations, and managing mutual fund transactions and processing. Key Responsibilities: - Make professional and persuasive outbound calls to potential clients/prospects - Client acquisition & Servicing - Follow up on leads and fix appointments with senior manager - Handling Client Queries & Resolve Issues - Ensuring smooth backend operations - Managing mutual fund transactions & processing Qualification Required: - MBA (Finance/ Capital Markets / Business Analytics) or Bachelor's degree in Finance / Commerce / Economics - Candidate should have minimum experience of 6 months to 1 year Additional Details: The company is looking for individuals with strong English communication skills, professional behavior, analytical mindset, ability to interpret data, advanced MS Excel skills, confidence and politeness on the phone, basic knowledge of financial products, detail-oriented with strong research abilities, ability to prepare reports, comparisons, and dashboards in Excel, result-oriented with a focus on achieving targets. Please note that this is a full-time position located in Chandigarh, Chandigarh. Work location is in person.,