Investment Advisory Sales & Business Development Apply
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. Candidate Eligibility 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
- 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
- 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
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 firm with 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
