Recruitment Trainee at Hireginie talent cloud
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Client Financial Partner - Digital Sales - Bank (2-6 yrs)
About the Role:
We are looking for dynamic professionals to join the inbound business team at our client organization. In this role, you will interact with high-net-worth individuals (- 50L+), helping them understand the organization's Portfolio Management Services and Mutual Fund strategies, and guiding them on their investment journey.
Key Responsibilities :
- Conduct pre-scheduled video meetings to review client portfolio holdings and provide expert investment advice.
- Engage with high-intent inbound clients, converting them into investors in the organization's portfolio products.
- Leverage analytical skills to align client portfolios with market conditions.
- Demonstrate in-depth market knowledge to enhance client conversations and investment strategies.
- Evaluate client requirements, ensuring comprehensive understanding of their financial goals.
- Showcase portfolio management approaches, including fund selection, investment strategies, and risk management.
- Facilitate client onboarding by coordinating with operations, product, and tech teams.
- Advise clients on tax implications related to fund entry and exit strategies.
- Build and maintain strong relationships with clients for long-term investment engagement.
Qualifications & Skills:
- 1+ years in financial services sales (retail banking, fintech, AMCs, etc.).
- Proficient in mutual funds, stocks, or PMS with the ability to simplify complex concepts.
- Excellent communication and stakeholder management skills.
- High ownership, enthusiasm, and adaptability to challenges.
- NISM Mutual Funds & PMS Distributors certification (required before joining).
What You Can Expect:
- A collaborative work environment with exposure to leadership.
- Competitive compensation and incentives.
- Opportunities for learning across business, product, and technology domains.
- A flat organizational structure and open-door culture.
