Overview
Job Title: Client Financial Partner – Digital
Location: Multiple Locations
Education: Graduate/MBA/CA/CFA
Experience: 1-6 years in wealth management (Mutual Funds, PMS, AIF)
Working Days: 6 days/week
Role Overview:
Engage with high-net-worth inbound clients (- 50L+) to provide investment advice on Portfolio Management Services (PMS), Mutual Funds, and Alternate Investment Funds (AIF). Guide clients through investment strategies, onboarding, and tax planning while fostering strong relationships.
Responsibilities:
– Conduct pre-scheduled meetings to review client portfolios and suggest improvements.
– Convert high-intent leads into investors in portfolio products.
– Apply market knowledge to advise on investment strategies.
– Coordinate client onboarding with internal teams.
– Maintain and expand relationships with existing clients.
Requirements:
Education: MBA/CA/CFA preferred.
Experience: 1+ year in financial services sales (banks, fintechs, AMCs).
Skills:
– Strong communication and stakeholder management.
– Deep knowledge of mutual funds, PMS, or stocks.
– Ability to simplify complex financial concepts.
Certifications: NISM Mutual Funds & PMS Distributors (mandatory within one month).