Client Financial Partner - Portfolio Management Services

Key Responsibilities:

- Transition your existing client relationships to the organization based on merit.

- Conduct pre-scheduled, high-value online meetings with potential clients (portfolio size of - 50L+).

- Use the organization's proprietary tech-driven approach to provide data-driven insights on clients' portfolios.

- Articulate the organization's unique value proposition to convert high-intent leads into investors.

- Cultivate trust and foster lasting relationships with clients through exceptional service.

- Stay updated on market dynamics to provide meaningful and timely advice.

What You'll Gain:

At the organization, we ensure our employees thrive while building meaningful careers.

- Growth Opportunities: Take ownership and work on impactful projects. Grow across domains and build your own team.

- Rewards: Competitive compensation with industry-best incentives and wellness benefits.

- Culture: A flat, open-door organization where every idea matters. A dynamic, supportive work environment that values teamwork and inclusivity.

- Learning: Collaborate with highly talented teams in finance, product, and tech, enhancing your skills across domains.

What You Bring:

We're looking for dynamic individuals passionate about finance and client success.

Requirements:

- Outstanding communication skills with the ability to simplify complex financial concepts.

- Expertise in financial products such as mutual funds, bonds, and portfolio management services.

- Proficiency in MS Excel.

- Prior experience in financial services, sales, or banking preferred.

Key Attributes:

- Energetic and self-driven with a go-getter attitude.

- High ownership and a results-oriented mindset.

- Team player with a collaborative mindset.

- Flexible and open to challenges with a commitment to growth.