We are seeking an energetic and experienced Financial Coach to drive practice-level business growth. You will focus on acquiring HNI clients through networking, referrals, and strategic alliances while managing goal-based investment portfolios and deepening client relationships.
Key Responsibilities
- Client Acquisition: Develop and expand an HNI client base through strategic networking, referrals, and Centers of Influence (COI).
- Portfolio & Relationship Management: Conduct life-centered financial planning and periodic portfolio reviews for top-tier clients.
- Business Development: Identify growth opportunities, build new strategic business alliances, and leverage existing influential client networks for referrals.
- Brand Representation: Represent the organization at physical and online events, leveraging robust presentation and public speaking skills.
- Tech-Led Operations:
Utilize internal wealth management technology platforms and digital/social channels to engage prospective and existing clients.
Desired Candidate Profile
- Experience: 6 to 10 years of proven experience in HNI client acquisition and wealth management within AMCs, Banks (Wealth), or Wealth Management firms.
- Product Knowledge: Strong understanding of financial markets and products including Mutual Funds, PMS, AIFs, and Insurance.
- Qualifications:
- Graduate / Postgraduate in any discipline with NISM Series V-A certification (Mandatory).
- CFP or NISM Series X-A & X-B certifications are preferred.
Location Preference:
- Mumbai Candidates: Preferred from Western Line (Office in Vile Parle).
- Nagpur Candidates: Preferred close to Laxmi Nagar.