Overview
About Our Client:
– Our client is a leading wealth management company that combines the expertise of seasoned investment professionals with advanced technology to deliver exceptional financial solutions.
Job Title: Client Financial Partner – Digital
Education: Graduate/ MBA/ CA/ CFA
– Experience: 2-6 years of experience in the wealth management segment with a strong knowledge of selling Mutual Funds, PMS (Portfolio Management Services), and AIF (Alternate Investment Funds).
Preferences: Local candidates with relevant experience and excellent communication skills.
Working Days: Any 6 days per week, as per business requirements
About the Role:
We are seeking dynamic individuals to join the inbound business team. In this role, you will interact with high-net-worth inbound clients (with portfolios of – 50 lakhs and above) to provide expert guidance on our Portfolio Management Services and Mutual Fund investment strategies. Your expertise will help clients make informed investment decisions.
Key Responsibilities:
– Conduct pre-scheduled video meetings with potential clients to review their portfolio holdings and provide expert investment suggestions.
– Convert high-intent inbound clients into investors in our portfolio products.
– Apply strong analytical skills to assist clients using various data points.
– Utilize in-depth market knowledge in client discussions.
– Assess customer requirements and asset distribution; communicate effectively to understand their financial needs and objectives.
– Showcase our portfolio management approach, including fund selection, investment strategies, and risk management.
– Guide clients through onboarding processes by coordinating with teams such as operations, product, and tech.
– Advise clients on tax liabilities related to fund entry and exit.
– Maintain strong relationships with existing clients, encouraging further investment in our offerings.
Qualifications and Skills:
– At least 1 year of sales experience in financial services such as retail banking, investing fintech, or AMCs.
– Excellent communication skills.
– In-depth knowledge of mutual funds, stocks, or PMS.
– Ability to explain complex investment methodologies in simple terms.
– High ownership and strong stakeholder management skills (internal and external).
Education & Certifications:
– MBA, CA, or CFA preferred.
– NISM Mutual Funds & PMS Distributors certifications (required within one month of joining).
Success Factors:
– High energy and enthusiasm.
– Commitment to exceeding expectations and delivering outstanding results.
– Ability to thrive in a team-oriented environment.
– Openness to change, challenges, and continuous learning.
– Innovative problem-solving skills.