Job Description

Company Description

At Assetian, we are on a mission to transform India from a nation of savers to a nation of informed, confident investors. We specialize in crafting bespoke wealth management solutions, focusing on Mutual Funds-based niche portfolios that offer both diversity and growth potential.

Our Expertise: With decades of combined experience, our team navigates the complex world of investments to deliver tailored financial solutions. We believe in a holistic approach to wealth management, starting with a comprehensive analysis of your financial situation, goals, and risk tolerance.

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

MBA Finance or CFA (Level 1 or Level2) with more than 2 years of experience Client engaging and relationship management skills. Networking skills. Excellent English communication - written, verbal and presentation skills. Independently delivering on the assignments. Balancing the Business Development initiatives with ongoing client assignments. Requires excellent drafting and negotiation skills
Job Type: Full-time

Pay: From ?30,000.00 per month

Work Location: In person