Director at Hashtag HR
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Associate Manager - Business Development - Wealth Advisory Firm (0-2 yrs)
KEY RESPONSIBILITIES & DUTIES
- Engaging with persons interested in Financial Planning & Mutual Funds
- Acting as the face of the company by clearly describing the FinEdge value proposition to prospective clients
- Clearly explaining benefits of Mutual Fund investing vis--vis other alternatives
- Presenting and executing asset allocation based investments
- Seamlessly onboarding clients and ensuring a smooth and hassle-free experience
ACADEMIC QUALIFICATIONS / DESIRED CANDIDATE PROFILE :
- Graduate from a premier college
- Work in progress- CFP, CFA or related qualifications will be an added advantage
- Demonstrable interest in personal finance, desire to build out a long-term career in the domain
- Excellent verbal and written communication skills
- High levels of energy and discipline
- Basic working knowledge of financial instruments will be an advantage
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