01Overview
Company Description
Provitt Consultants, founded in 2019, is a SEBI-registered financial advisory firm focused on providing clear, tailored solutions to individuals and investors. Guided by a vision to deliver the right financial planning advice, Provitt is committed to helping customers confidently achieve their financial goals. The company operates on core values of mentorship, transparency, client satisfaction, and high professional standards. Team members work within a culture that emphasizes product research, technical analysis, and comprehensive financial solutions for clients.
Role Description
Strong communication and interpersonal skills and the ability to build and maintain long-term relationships with clients.
Candidate should have a network of existing clients and corporates with strong relationships.
Detailed understanding and knowledge of the Mutual Fund Industry, Capital Market, and its growth and profitability drivers.
Should have excellent team management skills.
Certification in NISM and CFP is an added advantage.
The candidate will be responsible for generating leads and taking them to closure by working along with the Operations and Sales backend team.
Create and enforce plans that will help meet the needs of clients.
Willingness to work in a start-up culture.
Should have a laptop.
Qualifications
Managing the organization's existing clients, including any service-related, operational or sales-driven requests. Moreover, drive new business from our existing clients for various financial services
Monitoring and leading the entire team. Moreover, resolving internal conflicts and boosting the team's morale.
Relevant experience of 3+ years in the financial domain along with Team- Leading experience.
Acquire and retain HNI clients and achieve budgeted targets in terms of clients and AUM
Achieve revenue in terms of income generated through various financial planning solutions, conduct and assist in organizing seminars and other business development activities, set their team's goals and communicate them effectively.
Should have relevant team-leading experience along with NISM Certifications (25-B, or 10-A, 10-B)
CFP and CWM (Preferred)
Location
Dwarka, Delhi, 110078 .
