Posted By
Posted in
Banking & Finance
Job Code
1352300
Job Description
- Acquiring clients on investment planning, goal-based financial planning and asset allocation strategies
- Preparing reports and presentations for investor awareness and client engagement
- Educating potential clients regarding the various services offered by the firm in an offline or online meeting
- New client conversions
Miscellaneous Details
- No product selling targets.
- Mon to Fri full day working (9:30 AM to 6:30 PM) and Saturday half-day working from home
- Work from Office Role; Meeting clients face to face when required
- You will be working directly with the founders in the core team
- Must have experience dealing with HNIs/UHNIs
Salary (CTC)
INR 10 Lakhs to 20 Lakhs (+ attractive variable) depending upon the candidate
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Posted By
Posted in
Banking & Finance
Job Code
1352300