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    Job · 18636436

    Naukri logo

    Financial Coach - Client Acquisition and Portfolio Management

    Naukri · Mumbai · onsite · Posted 31d ago

    Undisclosed5–13 yrsfulltimeSourced fromNaukri

    About a minute. You'll make an account on the way through.

    About this role

    Location: Mumbai (Vile Parle), Nagpur (Laxmi Nagar), Bengaluru


    Role Overview

    We are seeking an energetic and experienced Financial Coach to drive practice-level business growth. You will focus on acquiring HNI clients through networking, referrals, and strategic alliances while managing goal-based investment portfolios and deepening client relationships.


    Key Responsibilities

    • Client Acquisition: Develop and expand an HNI client base through strategic networking, referrals, and Centers of Influence (COI).
    • Portfolio & Relationship Management: Conduct life-centered financial planning and periodic portfolio reviews for top-tier clients.
    • Business Development: Identify growth opportunities, build new strategic business alliances, and leverage existing influential client networks for referrals.
    • Brand Representation: Represent the organization at physical and online events, leveraging strong presentation and public speaking skills.
    • Tech-Led Operations: Utilize internal wealth management technology platforms and digital/social channels to engage prospective and existing clients.

    Desired Candidate Profile

    • Experience: 6 to 10 years of proven experience in HNI client acquisition and wealth management within AMCs, Banks (Wealth), or Wealth Management firms.
    • Product Knowledge: Strong understanding of financial markets and products including Mutual Funds, PMS, AIFs, and Insurance.
    • Qualifications:
      • Graduate / Postgraduate in any discipline with NISM Series V-A certification (Mandatory).
      • CFP or NISM Series X-A & X-B certifications are preferred.

    Location Preference:

      • Mumbai Candidates: Preferred from Western Line (Office in Vile Parle).
      • Nagpur Candidates: Preferred close to Laxmi Nagar.

    Sourced from naukri

    Skills

    NISMHNIMutual FundsBusiness DevelopmentClient AcquisitionSales

    About Naukri

    Naukri logo

    Naukri

    Internet

    2.7k+

    employees

    1996

    30 years old

    Noida, Uttar Pradesh

    IN

    ₹11.4L PA avg

    Avg at Naukri

    About

    This is the flagship brand and India's largest online job website. Its business model depends on job listings and employer branding or visibility advertisements, on the one hand, and resume database access, on the other. Additional features of the website include: job seeker services such as candidate services which are free for job seekers; value-added features such as resume writing, highlighting, etc, for job seekers; and tools to search the database of resumes and job application screening programs for employer and recruitment consultant customers. Google Ad sense and mobile revenues contribute to the revenue as well.As of March 31, 2016, naukri.com had a database of about 46 million registered job seekers and an average of about 12,000 resumes were added daily while about 195,000 resumes were modified daily during Q4 FY 2015-16 and 61,000 unique corporate customers (including hiring consultants/firms) availed of services such as database access, advertising/listing on the site, amongst others during the 2015-16. The website continued to gain market share in terms of user traffic.To retain its leadership position, the company constantly invests in product development and improved user experiences through search tools and better site response. The search mechanism has been significantly improved for job search. The online platform is supplemented by a mobile application for iOS and Android platforms. The mobile medium is continually gaining traction. The cloud SaaS-based career site manager is now being used by 1,600 clients and helps them manage process flow of applications for recruiters, and is used to launch mobile ready career sites at a fraction of cost. It includes an application tracking system. The referral hiring platform is now being used by 350 corporates.Going forward, the vision is to reposition naukri.com as a complete recruitment partner by consolidating all products into a Naukri Hiring Suite that caters to almost all the recruitment needs of customers.

    Industries

    Internet

    Employee ratings

    10 reviews

    4.2/ 5

    Culture

    4.4

    Career growth

    4.6

    Work-life

    4.3

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