Job Description

Roles & Responsibilities

• Acquire new clients through referrals, networking, digital marketing leads, and business development initiatives.
• Conduct detailed financial need analysis to understand clients' financial goals, risk appetite, investment horizon, and protection requirements.
• Advise clients on Mutual Funds, SIPs, Dollar Investments, Life Insurance, and Term Insurance solutions.
• Recommend suitable investment strategies for wealth creation, retirement planning, children's education, and long-term financial goals.
• Promote Dollar Investment opportunities, including global investment plans, USD-denominated savings solutions, and international wealth accumulation strategies.
• Educate clients on the benefits of investing in global markets and diversifying portfolios through Dollar-based investments.
• Design customized financial plans that combine investment growth and financial protection.
• Conduct regular portfolio reviews and recommend suitable investment adjustments based on market conditions and client objectives.
• Generate Mutual Fund investments through SIPs and lump-sum investments while increasing Assets Under Management (AUM).
• Build and maintain strong long-term relationships with clients through regular reviews and proactive engagement.
• Stay updated on financial markets, global investment opportunities, insurance products, and industry regulations.

Desired Candidate Profile

• Nationality - Indian
• Bachelor's degree in finance, economics, or a related field.
• Experience working with high-net-worth individuals and managing complex portfolios.
• Strong knowledge of Mutual Funds, SIPs, Global/Dollar Investments, Life Insurance, and Financial Planning.
• Proven track record of meeting and exceeding sales targets.
• Ability to effectively analyze and interpret financial data and market information.
• Excellent communication and interpersonal skills to build and maintain client relationships.
• Fluency in multiple languages is a plus, particularly in regions with diverse client demographics.