Job Title : Client Financial Partner - Digital

Location : Hyderabad, Bangalore

Education : Graduate/MBA/CA/CFA

Experience : 1-6 years in wealth management, with knowledge of Mutual Funds, PMS, and AIF

Working Days : 6 days per week (flexible as per requirement)

Role Overview:

Seeking a proactive Client Financial Partner to manage high-net-worth inbound clients (- 50L+). Responsibilities include analyzing client portfolios, advising on investment alignment with market trends, and converting client interactions into portfolio investments. Key focus on relationship management, onboarding support, and advising on tax and asset distribution.

Key Responsibilities :

- Conduct pre-scheduled video meetings to review client portfolios

- Convert high-intent inbound clients into investors

- Utilize market insights to guide clients

- Support onboarding by coordinating with operations, product, and tech teams

- Advise on tax implications and manage ongoing client relationships

Requirements :

- 1+ year in financial sales (banks, fintechs, AMCs)

- Strong communication and stakeholder management

- Expertise in mutual funds, stocks, or PMS

- NISM Mutual Funds & PMS certificates (within 1 month of joining)

What to Expect :

- Work closely with leadership, including Co-Founders, Heads of Business, Product, and Engineering

- High ownership, incentives, and learning opportunities in a flat organizational structure
(ref:updazz.com)