Investment Advisory Sales Role

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