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 conversionsMiscellaneous 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 AUMEligibility Criteria- Work Experience (yrs.) Min. 3 years & Max 15 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 (ref:updazz.com)