Financial Planner - HNI Sales - Mutual Fund

- We are currently supporting a technology based mass market Mutual Fund distribution startup for hiring a Financial Planner (HNI Sales).

- This is a very interesting startup and has been launched by seasoned people from the industry with more than 20 years of experience. The company provides a paperless experience for the investors and is poised for tremendous growth and they are scaling up their operations in a steady manner.

- The platform simplifies the process by categorizing funds as per broad investment objectives, and further curating schemes to provide a shortlist. Their aim is to take away the complexity while ensuring objective investment process.

- It is AMFI registered ARN holder, and is empanelled with various mutual funds for distributing their mutual funds schemes. The Company is also registered with Bombay Stock Exchange (BSE) for online transactions in mutual funds.

Role: HNI Sales Financial Planner

Location: Noida

As a Financial Planner, you will be responsible bring in HNI clients and introduce them to the organization and to pitch them best solutions for mutual funds based on their profiles and research. This is a Sales and relationship oriented role and not just being the financial planner. To qualify for this role, you need to have a strong network of existing HNI clients whom you can pitch to and help in their financial planning from MF perspective. The role will be:

- Financial Need Assessment of HNI customers with proper preparation of financial plan

- Use financial acumen and investment expertise to review a client's profile and develop a plan helping the client to reach his short term and long- term investment goals

- Monitor and address HNI client's investment requirements

- Conduct research and analysis on mutual fund schemes

- Participate in research events conducted by mutual funds to understand their products

To fit the bill, you must be an MBA Finance (full time) with :

- Must have strong networks of HNI clients

- 5-7 years of relevant experience

- Deep knowledge about Mutual funds

- Eagerness to work with a start up

Interested please write to us with a cover note mentioning your experience in the same and why you think you would fit the bill well.

Salary Offered : 8 - 10 LPA