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06/02 Chitamber Sana
Technical Recruiter at The Pinnacle Serach

Views:532 Applications:140 Rec. Actions:Recruiter Actions:55

Investment Advisory Sales & Wealth Management Role - AUM/Mutual Fund (5-15 yrs)

Delhi NCR Job Code: 1371279

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?:

Women-friendly workplace:

Maternity and Paternity Benefits

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