Client Financial Partner - Digital

- You get pre-scheduled video meetings with potential clients where you will have to review client's portfolio holdings and give your expert suggestions on if their holdings is aligned with the market (portfolio size of - 50L & above)

- Interact and convert these high-intent inbound clients into investing in our portfolio products

- Apply strong analytical skills in order to help clients by various data points

- Have good knowledge of the overall markets and use those points in your conversations with clients

- Evaluate customer requirements and asset distribution, actively initiate communication with the customer to confirm a thorough comprehension of their financial needs and future wealth management objectives.

- Showcase "Organization's" portfolio management approach of fund selection, investment strategies, risk management and guide them on future investments.

- Help clients in their onboarding process by coordinating with multiple stakeholders like the operations team, product team and tech team.

- Guide clients thoroughly on their Tax liabilities when exiting or entering into funds

- Maintain good relationships with your existing clients for investing more into different products which we offer

What we expect:

- Minimum 2 years of sales experience in financial services like retail banks, investing fintechs, AMCs etc

- Excellent communication skills

- Deep knowledge of either mutual funds or stocks or PMS

- Ability to explain complex investment methodology to clients in simple terms

- High ownership and strong stakeholder management skills (both internal and external)