Investment Advisory Sales

Job Description
– 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
Salary (CTC)
INR 10 Lakhs to 20 Lakhs (+ attractive variable) depending upon the candidate