TheSearchHouse

Mutual Funds _ AUM(Assets Under Management)

New Delhi
Full-Time
Executive: More than 10 years
₹ 30L - ₹ 30L (Per Year)
Posted on Dec 01 2023

About the Job

Skills

AUM(Assets Under Management)
Mutual Fund
Investment Advisory Sales & Business Development
HNIs/UHNIs
Finance/Marketing/Sales
ownership mindset
HI ,

 

Greetings for the wonderfull day .  

We have excellnet job opening for   

 

Investment Advisory Sales & Business Development

New Delhi  fintech advisory firm Mutual Funds or overseeing AUM(Assets Under Management)

 

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

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 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

 

PLease share your updated resume and following details

 

Current CTC -

Expected CTC -

Notiice period-*

Reason for job change -

 

 

​Thank You

Chaitamber Sana

​


Connecting Jobseekers  Hiring Companies 

chitamber@thesearchhouse.com

Mobile: 9650695871

http://www.thesearchhouse.com​

 

About the company

TheSearchHouse

Ever since The Search House opened its doors as a talent acquisition agency in 1984, it has been spear-heading the Indian employment service industry by finding a solution to meet end-to-end global recruitment and staffing requirements. Over the past 36 years, the team at The Search House has grown exponentially to serve a diverse array of industries, ranging from startups to some of the world’s l ...Show More

Industry

Recruitment and staffing

Company Size

11-50 Employees

Headquarter

Bangalore

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