Wealth Manager – Mutual Fund

Hireginie Talent Cloud Pvt Ltd; Bengaluru, Hyderabad; On-site; INR 600,000 - 900,000; Full time

Benefits offered by this job

Best in market compensation and incentives

Great work environment

Opportunities for growth

Job summary

A financial services company is seeking a Client Financial Partner – Digital to join their team in Bengaluru. The role involves engaging high-net-worth clients, reviewing their portfolios, and recommending optimal investment strategies. Candidates should have at least 1 year of sales experience in the financial sector and excellent communication skills. The ideal applicant will hold an MBA, CA, or CFA, and NISM certification is required before joining.

Qualifications

• Minimum 1 year of sales experience in financial services.
• Ability to explain complex investment methodologies simply.
• High ownership and strong stakeholder management.
• Ability to explain complex investment methodologies in simple terms.
• High ownership and strong stakeholder management skills.

Responsibilities

• Engage with inbound clients for portfolio review and investment recommendations.
• Convert high-intent clients into investors.
• Maintain existing client relationships for further investments.
• Leverage knowledge of markets in client conversations and investment decisions.
• Assess client requirements and asset distribution; confirm understanding of financial goals.
• ExplainOrganisation’s portfolio management approach, fund selection, investment strategies and risk management.
• Support onboarding by coordinating with operations, product and tech teams.
• Advise clients on tax liabilities when entering or exiting funds.
• Maintain relationships to encourage investment across products.

Skills

Sales experience in financial services

Excellent communication skills

Knowledge of mutual funds or stocks or PMS

Analytical skills

Stakeholder management skills

Education

MBA or CA or CFA preferred

NISM Mutual Funds & PMS Distributors certificates

Job description

Overview

About the role :

We are actively seeking dynamic individuals to join the inbound business team at Client Organisation. In this capacity, you will engage with discerning inbound clients possessing a net worth of 50 lakhs and above. Your primary responsibilities will encompass facilitating a comprehensive understanding of Organisation’s Portfolio Management Service and Mutual Fund investment strategies, ultimately guiding clients in their investment endeavors

Role Details

• Client Financial Partner- Digital
• Job Title: Client Financial Partner – Digital
• Education: Graduate/ MBA/ CA/ CFA
• Experience: 1 – 6 yrs of experience in the wealth segment and a detailed knowledge about selling of Mutual Funds & PMS (Portfolio Management Services) & AIF (Alternate Investment Funds)
• Location: Hyderabad, Bangalore
• Preferences: Local Candidates with relevant Experience and good Communication Skills
• Working Days: Any 6 days Working as per the Requirement

What you will work on

• You get pre-scheduled video meetings with potential clients where you will have to review client’s portfolio holdings and give your expert suggestions on if their holdings is aligned with the market (portfolio size of – 50L & above)
• Interact and convert these high-intent inbound clients into investing in our portfolio products
• Apply strong analytical skills in order to help clients by various data points
• Have good knowledge of the overall markets and use those points in your conversations with clients
• Evaluate customer requirements and asset distribution, actively initiate communication with the customer to confirm a thorough comprehension of their financial needs and future wealth management objectives.
• Showcase Organisation’s portfolio management approach of fund selection, investment strategies, risk management and guide them on future investments.
• Help clients in their onboarding process by coordinating with multiple stakeholders like the operations team, product team and tech team.
• Guide clients thoroughly on their Tax liabilities when exiting or entering into funds
• Maintain good relationships with your existing clients for investing more into different products which we offer

What we expect

• Minimum 1 years of sales experience in financial services like retail banks, investing fintechs, AMCs etc
• Excellent communication skills
• Deep knowledge of either mutual funds or stocks or PMS
• Ability to explain complex investment methodology to clients in simple terms
• High ownership and strong stakeholder management skills (both internal and external)

Education & Certifications

• MBA or CA or CFA is preferred
• NISM Mutual Funds & PMS Distributors certificates (within 1 month of joining)

To succeed in this role

• Bring a high level of energy and enthusiasm to your role
• Dedication to go the extra mile to achieve outstanding results
• Ability to thrive in a team-oriented environment
• Openness to change, embrace challenges, and continuously seek opportunities for growth and development
• Fresh perspectives and innovative thinking to solve problems

Folks you will work with

The people you work with are crucial to your experience and success at work. You will work closely with the following people like ,Co-Founders, Head of Business, Head of Digital Acquisition Business, Head of Product, Head of Design, Head of Engineering. What you can expect:

• A great work environment with high ownership and growth opportunities
• Best in market compensation and Incentives
• Work closely with the founding and the leadership team on key projects
• High talented team members to coordinate and work with
• Open door work culture
• Flat organizational structure
• Wide scope of learning opportunities in different areas of business by working side by side with product team and tech team

Certifications Required

NISM Mutual Funds & PMS Distributors certificates (required before joining)