Client Financial Partner - Digital/PMS/AIF - Financial Services - CA/CFA

Client Financial Partner - Digital

Job Title : Client Financial Partner - Digital.

Education : Graduate/ MBA/ CA/ CFA.

Experience : 1 - 6 yrs of experience in the wealth segment and a detailed knowledge about selling of Mutual Funds & PMS (Portfolio Management Services) & AIF (Alternate Investment Funds).

Location : Hyderabad, Bangalore.

Preferences : Local Candidates with relevant Experience and good Communication Skills.

Working Days : Any 6 days Working as per the Requirement.

About the role :

We are actively seeking dynamic individuals to join the inbound business team at Client Organisation. In this capacity, you will engage with discerning inbound clients possessing a net worth of 50 lakhs and above. Your primary responsibilities will encompass facilitating a comprehensive understanding of Organisation's Portfolio Management Service and Mutual Fund investment strategies, ultimately guiding clients in their investment endeavors.

What you will work on :

- 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 Organisation'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).

Education & Certifications :

- MBA or CA or CFA is preferred.

- NISM Mutual Funds & PMS Distributors certificates (within 1 month of joining).

What you can expect :

- A great work environment with high ownership and growth opportunities.

- Best in market compensation and Incentives.

- Work closely with the founding and the leadership team on key projects.

- High talented team members to coordinate and work with open door work culture.

- Flat organizational structure.

- Wide scope of learning opportunities in different areas of business by working side by side with product team and tech team.