Financial Advisor Assetian

About Assetian

Job Description

Company Description Assetian FinCon envisions being a pioneer of simplified investing in Mutual Funds-based niche portfolios. We offer customized wealth management solutions to exclusively fit your unique needs. With decades of combined team experience, we envisage changing the Indian norm from being a country of savers to that of investors. At Assetian FinCorp, the holistic circle of portfolio management begins with thorough and detailed ideating and formulating an investment strategy. This strategy goes through a rigorous and timely review of performance and is completed with the satisfactory realization of your financial goals Role Description Business Development and Client Relationship Management Managing relationships with top client executives Lead the meetings with existing and new clients explaining various service offerings of the Firm, understand client business plans and suggest relevant service offerings Client expectation management in respect of assignments, deliverables, timelines, etc. Participation in various seminars organized by industry associations for networking and establishing connects with new clients Managing the relationship with various trade bodies/ industry associations for potential leads Delivering technical/ marketing presentations at various forums Contributing to news articles, newsletters, etc Entry strategy for foreign companies in India Identify potential opportunities that can be taken up with existing and new clients Ideal Profile CFA (Level 1 or Level2) or MBA Finance with more than 3 years of experience Excellent English communication written, verbal and presentation skills. Client engaging and relationship management skills. Networking skills. Independently delivering on the assignments. Balancing the Business Development initiatives with ongoing client assignments. Requires excellent drafting and negotiation skills,