Education Qualification: MBA (Finance; Economics) / CFA Charterholders (At least Level 3) / CA / M.Com
Residence: Delhi NCR
Education Background: Finance
Work Experience (Yrs): Min. 2 Years & Max 8 Years in Credit Research & Analysis / Wealth Management / Portfolio Management / Mutual Funds Research / Financial Planning / Investment Research & Analysis
Work Profile
Advising clients in wealth/portfolio management, mutual funds, financial planning
Certification Preferred: CFPs or NISM Investment Advisor XA and XB
Communication: Good written and spoken English communication
1. Advising clients on investment planning, goal-based financial planning and asset allocation strategies
2.
Analysis of investment portfolios and suggesting suitable investments
3. Preparing reports and presentations for investor awareness and client engagement
4. Educating potential clients regarding the various services offered by the firm in an offline or online meeting
5. Recent client conversions
Miscellaneous Details
1. No product selling targets. You will be evaluated based on clients' satisfaction and growth in asset under management
2. Mon to Fri full day working (9:30 AM to 6:30 PM) and Saturday half-day working from home
3. Work from Office Role; Meeting clients face to face when required
4. You will be working directly with the founders in the core team
5. Prefer experience dealing with HNIs/UHNIs