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 ...

Posted 1 month ago

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