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 [HIDDEN TEXT] Mobile: 9650695871 http://www.thesearchhouse.com