Client Financial Partner - FinTech

4 days left

Employer
Hireginie Talent Cloud
Location
Bangalore
Posted
Jan 03, 2025
Closes
Jan 18, 2025
Ref
4996046911
Level
Staff
Certification
Other
Work Mode
Hybrid
Hours
Full Time
Employment Type
Permanent
Organization Type
Academia
Job Title : Client Financial Partner - Digital

Location : Hyderabad, Bangalore

Education : Graduate/MBA/CA/CFA

Experience : 1-6 years in wealth management, with knowledge of Mutual Funds, PMS, and AIF

Working Days : 6 days per week (flexible as per requirement)

Role Overview:

Seeking a proactive Client Financial Partner to manage high-net-worth inbound clients (- 50L+). Responsibilities include analyzing client portfolios, advising on investment alignment with market trends, and converting client interactions into portfolio investments. Key focus on relationship management, onboarding support, and advising on tax and asset distribution.

Key Responsibilities :

- Conduct pre-scheduled video meetings to review client portfolios

- Convert high-intent inbound clients into investors

- Utilize market insights to guide clients

- Support onboarding by coordinating with operations, product, and tech teams

- Advise on tax implications and manage ongoing client relationships

Requirements :

- 1+ year in financial sales (banks, fintechs, AMCs)

- Strong communication and stakeholder management

- Expertise in mutual funds, stocks, or PMS

- NISM Mutual Funds & PMS certificates (within 1 month of joining)

What to Expect :

- Work closely with leadership, including Co-Founders, Heads of Business, Product, and Engineering

- High ownership, incentives, and learning opportunities in a flat organizational structure
(ref:updazz.com)