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
Recent 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

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 specialists from IIT/CFA/CFP backgrounds, TMC is a SEBI Registered Investment Adviser (RIA) that provides qualified, 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

📌 Investment Advisory Sales New Delhi (India)
🏢 The Search House
📍 India