Job Description:

Key Responsibilities:
- Building and maintaining solid relationships with HNI / Ultra HNI clients, understanding their financial goals, risk tolerance and investment preferences.
- Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement.
- Developing personalized financial plans and investment strategies aligned with client's objectives and risk profiles.
- Recommending suitable investment products, such as equities,SIF, bonds, PMS, mutual funds and alternative investments fund strategies (AIFs), based on thorough market research and analysis.
- Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs.
- Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions.




- Collaborating with internal teams, to offer comprehensive financial solutions to clients.
- Helping the company meet its financial objectives through personalized financial planning.
- Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients.

Skills & Competencies:
- Positive understanding of stock market and mutual funds.
- Excellent communication, negotiation, and interpersonal skills.
- Ability to build trust and long-term client relationships.
- Proficiency in CRM tools and trading platforms (e.g., NSE NOW, BSE STAR MF).
- NISM Series V-A must (Mutual Fund) & VIII (Equity Derivatives) certifications are a plus.

📌 Sales Executive (Mumbai)
🏢 DC Consultants
📍 Mumbai