Investment Advisory Sales & Business Development New Delhi fintech advisory firm A funded fast-growing personal finance advisory platform looking for bright & growth-oriented candidates who will work directly with the founders as part of the core team. Candidate Eligibility Criteria: - 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 - Managing Mutual Funds or overseeing AUM(Assets Under Management) - Independently managing a substantial AUM Candidate Eligibility : Education Background: Finance/Marketing/Sales - Work Experience (Yrs) Min. 3 Years & Max 15 Years in Sales/Wealth Management/Banking, - Work Profile Acquiring HNI/UHNI clients in wealth/portfolio management, mutual funds, financial planning - Communication: Good written and spoken English communication Soft Skills : Presentable; analytical; good interpersonal skills; quick learner, ownership mindset Company Profile : Established in 2014, this company is a fee-only, fast-growing & funded fintech advisory firm with unique and high-quality offerings in the investment management industry. Run by professionals from IIT/CFA/CFP backgrounds, TMC is a SEBI Registered Investment Adviser (RIA) that provides professional, unbiased, and personalized investment management solutions at an affordable cost. The firm does not earn any commissions and therefore is a true fiduciary to its clients. Office Location: Nehru Place, Delhi PLease share your updated resume and following details: Current CTC: Expected CTC: Notiice period: Reason for job change: Do you have your existing client base?:Can you share the approximate AUM (Assets Under Management) : You currently handle independently in Mutual Funds?: Would you be willing to onboard your existing clientele to our company?: How much is the AUM you can bring?:

Delhi NCR

Investment Advisory Sales & Wealth Management Role - AUM/Mutual Fund 

Job Description for Investment Advisory Sales & Wealth Management Role - AUM/Mutual Fund  in The Pinnacle Serach in  Delhi NCR for (5-15) years of experience. Apply Now!