HI ,

Greetings for the wonderfull day (link removed)

We have excellnet job opening for

Investment Advisory Sales & Business Development

New Delhifintech advisory firm

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.

CandidateEligibility 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
• New 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
• Managing Mutual Funds or overseeing AUM(Assets Under Management)
• independently managing a substantial AUM

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 firmwith unique and high-quality offerings in the investment management industry. Run by professionals from IIT/CFA/CFP backgrounds, TMC is a SEBI Registered Investment Adviser (RIA) that provides professional, 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

PLease share your updated resume and following details

Current CTC -

Expected CTC -

Notiice period-*

Reason for job change-

Thank You

Chaitamber Sana

Connecting JobseekersHiring Companies

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