Mutual Funds - AUM (Assets Under Management) The Search House

3.0 - 15.0 years

0 Lacs

delhi

On-site

You have an excellent job opportunity as an Investment Advisory Sales & Business Development professional at a fintech advisory firm based in New Delhi. The firm focuses on Mutual Funds and overseeing Assets Under Management (AUM). As a part of the core team, you will work closely with the founders in a fast-growing personal finance advisory platform. Your responsibilities will include acquiring clients for investment planning, goal-based financial planning, and asset allocation strategies. You will also be involved in preparing reports and presentations for investor awareness and client engagement. Educating potential clients about the firm's services through offline or online meetings and converting new clients will be key aspects of your role. The role does not involve product selling targets and requires you to work full days from Monday to Friday (9:30 AM to 6:30 PM) with half-day work from home on Saturdays. You will have a mix of work from the office and meeting clients face to face as needed. Experience in dealing with High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs) is essential, along with managing Mutual Funds or AUM independently. Ideal candidates should have an educational background in Finance, Marketing, or Sales with a minimum of 3 years and a maximum of 15 years of experience in Sales, Wealth Management, or Banking. Acquiring HNI/UHNI clients in wealth/portfolio management, mutual funds, and financial planning will be your primary focus. Good written and spoken English communication skills are necessary for this role. Additionally, being presentable, analytical, possessing good interpersonal skills, being a quick learner, and having an ownership mindset are valuable soft skills required for success in this position. The company is a fee-only fintech advisory firm established in 2014, offering unique and high-quality investment management solutions. Run by professionals from IIT/CFA/CFP backgrounds, the firm is a SEBI Registered Investment Adviser (RIA), providing unbiased and personalized services at an affordable cost. The firm operates as a true fiduciary by not earning any commissions. The office is located in Nehru Place, Delhi. If you meet the candidate eligibility criteria and possess the required qualifications and skills, please share your updated resume along with details of your Current CTC, Expected CTC, Notice period, and Reason for job change to chitamber@thesearchhouse.com. Thank you for considering this opportunity. Chitamber Sana Connecting Jobseekers Hiring Companies Mobile: 9650695871 Website: http://www.thesearchhouse.com,

Posted 4 days ago

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