Vice President Investment Advisory

3 years

0 Lacs

Posted:1 week ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description


We are hiring Vice President - Executive Division

About Guardian

  • Guardian Capital has been awarded “The best investment advisory firm across India” by CNBCTV18

  • We are an Elite Wealth and Asset Management firm that offers a wide variety of services ranging from Wealth Management to Financial Planning to Taxation services, all under one roof—all customizable to fit the client’s individual needs.

  • Why work at Guardian? (5 reasons)

  • We believe our people are our greatest assets.

  • We are ONLY looking to hire individuals that have integrity, passion and are looking to be the best.

  • The company is small and is in it’s growth phase, which means there are plenty of growth opportunities for the right individuals. We also provide ESOPs.

  • We believe a person’s time is the most valuable resource they have, since most of our time is spent at work we believe it needs to be a fun and exciting place to be. We make sure our team members find each and every role meaningful and fulfilling.

  • We want to make the greatest difference in the quality of life for the families that have trusted us with their savings.

  • What is the role?

  • Vice President - Executive Division: The following are the four pillars that steer VP Executive Division daily activities, playing a crucial role in our organizational success

    Ideal Candidate: Candidate with Master’s degree in Business Administration (Finance, or related field) are preferred and should have an experience in Strategy Consulting or candidate should have 3 years of relevant experience with CFP pursuing or NISM Investment Advisory-A & B tests.

    Responsibilities:

    Pillar 1: Business Growth:

    • Develop and implement referrals from clients.

    • Expand service offerings and increase AUM from existing clients.

    • Build trust and credibility through effective communication.

    Pillar 2 : Client Management:

    • Cultivate and maintain strong relationships with clients.

    • Conduct regular meetings with clients to understand their financial needs, goals, and preferences.

    • Address client enquiries and concerns promptly

    Pillar 3 : Research:

    • Track the performance of invested funds.

    • Attend fund manager calls to reconcile internal research with their opinions and understand the framework.

    Pillar 4 : Leadership:

    • Manage a team of financial professionals, offering guidance and support.

    • Conduct regular team meetings to communicate goals, share updates, and address challenges.

    Vice President Daily Activities

    (est time allocation )

    Salary Range: 12 -18 lac pa ( excluding bonus & Incentives)

    Mode of work: Work from office (5 days a week)

    Location: Jubilee Hills, Hyderabad

    Bond: 2 years

    Join Guardian Capital and build a rewarding career while helping clients achieve their financial goals!

    Interested Candidates can share their resume with hr@gcia.in

    For more information, please visit our websites: www.gcia.in, www.guardianholdings.in, http://www.guardianassetmanagement.in/.

    You can also read about us at https://yourstory.com/2020/02/guardian-capital-investment-banker-snapdeal-zomato.

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