Business Head – Investment Advisory
- Type:
- Full Time
- Location:
- Hyderabad
- Description:
-
Company Name : Guardian Capital Investment Advisors Pvt. Ltd. (part of Guardian Holdings)
Company Website : www.gcia.in / www.guardianholdings.in/
About Guardian
- Guardian Capital has been awarded “The best investment advisory firm across India” by CNBCTV18
- We are an Elite Wealth and Asset Management firm that offers a wide variety of services ranging from Wealth Management to Financial Planning to Taxation services, all under one roof—all customizable to fit the client’s individual needs.
Qualifications—must have:
- Must be a MBA graduate
- Candidates should have CFP certification
Description: Preparing financial plans for clients—this includes excel models and power points—over seeing junior financial planners in making excel models and power point presentations.
Responsibilities:
Pillar 1: Client Acquisition:
- Develop and implement lead generation strategies.
- Identify potential clients and market segments
- Build trust and credibility through effective communication and follow-up.
Pillar 2 : Client Management:
- Cultivate and maintain strong relationships with clients.
- Conduct regular meetings with clients to understand their financial needs, goals, and preferences.
- Address client enquiries and concerns promptly
Pillar 3 : Research:
- Track the performance of invested funds.
- Attend fund manager calls to reconcile internal research with their opinions and understand the framework.
Pillar 4 : Leadership:
- Manage a team of financial professionals, offering guidance and support.
- Conduct regular team meetings to communicate goals, share updates, and address challenges.
Experience–this is for someone with at least 3 years of work experience (without including internships & articleship)
Must have skills:
- Must have excellent English written and oral skills. Must be able to speak English fluently and correctly—must have excellent written grammar. Knowledge of other languages is considered a bonus.
- Must have advanced Excel skills and PowerPoint Skills. All of our financial planning is done on Excel—as such Excel skills are a must.
- Must be quick in learning new technology.
- Must be comfortable speaking to people—if you can make friends with complete strangers in a new social setting then you’re a perfect candidate (granted that you have the rest of the requirements).
Salary : upto 18 lacs (open to negotiation)
Share your resume with email subject line – “Ref” FPSB India”
- Hiring Manager Details: