Recruitment Specialist at TIGI HR ®
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Relationship Manager - Sales - Mutual Fund (3-5 yrs)
Roles & responsibilities
- Acquiring clients on investment planning, goal-based financial planning, and asset allocation strategies
- Preparing reports and presentations for investor awareness and client engagement
- Educating potentials clients regarding the various services offered by the firm in an office or online meeting
- New client conversions
Miscellaneous Details
- Mon to Fri full day working (9:30 am to 6:30 pm)
- 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/UHNI
- Managing Mutual Funds or overseeing AUM ( Assets Under Management)Independently managing a substantial AUM
Eligibility Criteria
- Work Experience (yrs.) Min. 3 years & Max 5 years in Sales/Wealth Management/Banking
- Work Profile Acquiring HUI/UHNI clients in wealth/portfolio management/mutual funds/financial planning
- Good Written and Spoken English Communication Skills
- Candidate must be From Finance Background
- Must be Graduate/Post Graduate
- Candidates must be from Delhi/Delhi NCR Location
- Candidate must have NISM Certificate
- Presentable; Good Interpersonal skills; quick learner, ownership mindset
