Senior & Mid Level Role - Sales & Marketing - Investment Solutions Boutique Firm

Mirus Solutions is hiring for a boutique financial planning and robo-advisory firm set up to help individuals and families achieve their financial aspirations. Our cleint also offers investment advisory in the capital markets. It advise its clients and their families and helps them to invest in the Indian mutual funds universe, portfolio management services, structured products, private equity products as well as corporate fixed deposits and bonds.

Job Description:

- Responsible for new client acquisition and managing the overall client relationship.

- Sales and distribution of financial products like mutual funds / portfolio management services / structured products /private equity products / corporate fixed deposits and bonds & debentures.

- Sales and distribution of life and non life insurance products across insurance companies in India

- Offer advisory on primary and secondary real estate opportunities and mortgage products.

- Explain the concept of financial planning to clients and work closely with clients for creation and implementation of their financial plans.

- Monitor financial market trends to ensure that plans are effective, and identify any necessary updates.

- Prepare and interpret client's information such as investment performance reports, financial document, summaries and income projections.

- Answer client's questions about the purposes and details of financial plans and strategies.

- Deep understanding of the financial products - mutual funds, bonds, corporate fixed deposits, life and non-life insurance, real estate and mortgages.

- Conduct seminars and workshops on financial planning topics

Qualification:

- CA/ CFP/ MBA with 1-3+ years experience in financial services industry.

- Very strong sales and people skills with an ability to handle large client portfolios.

- A deep understanding of the financial advisory business process

- Proven people, business and project leadership & negotiation experience

- Possesses strong knowledge of process development and management, strong sense of personal accountability, problem solving, and creativity, and excellent communication, relationship and organizational skills

For further details please contact Upasana, or call @ 9871407407