Experience: 3+ years of working experience in the financial services space.

Compensation: ₹10-15 LPA to + performance incentives

(exact numbers depend on experience)

In Addition, You Will Receive

Annual AI tools budget

Location: Remote

About The Role

You will own the entire client journey from first conversation to long-term relationship.

This is not a backend servicing role.

You will speak to real investors, understand their goals, build trust, help them take action, and stay with them as their wealth grows.

I'm looking for a high-integrity and high-intelligence person for this position.

What You’ll Be Responsible For Client Acquisition & Conversion

Handle inbound and outbound calls with qualified leads
Run structured discovery conversations
Do goal-based, suitability-led recommendations
Drive closures in an ethical, no-pressure manner

Onboarding & Portfolio Execution

Risk profiling and asset allocation conversations (simple language)
Assist with SIP, lumpsum, STP, SWP implementation
Coordinate documentation and transactions end-to-end

Relationship Management





Conduct periodic review calls
Track portfolio progress vs goals
Proactively follow up and deepen client engagement

Operations & Systems

Maintain clean CRM notes and pipeline hygiene
Ensure timely follow-ups and zero lead leakage
Resolve client queries with ownership

Founder’s Office Collaboration

Improve pitch flows and client communication
Contribute to conversion and retention playbooks
Help build a world-class client experience

Who This Role Is For

3 to 4 years in mutual fund / wealth sales / client servicing
Proven experience of advising portfolios over ₹50 lakhs
Strong on calls. Explicit thinking. High ownership.
Understands mutual funds and basic asset allocation
Comfortable with CRM, Excel, WhatsApp, and email workflows
AMFI / NISM VA certified
Bouns points for managing & building a team

Success in This Role Looks Like

High lead → client conversion rate
Consistent net SIP book and n

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