Waterfront Capital Services LLP

Mumbai – www.waterfrontcapital.in – 02/12/2021

Salary – 1.2 to 6.5 LPA

Job Title

Financial Advisor

Company Profile

  • Waterfront Capital is a 360 degree Financial Services outfit from Mumbai. We work extensively with high net worth individuals with the below value adds to their portfolio across spectrum. We specialize in the field of Equity, Fixed Income, Insurance & Retirement Planning, Loans, Real Estate Advisory, Residency Programs & Succession Planning across clients in India & International land.

Job Profile & Responsibilities

  • Meet clients, understand their needs and hand-hold them through the process of Investments.
  • Have a good understanding on Insurance, Mutual Funds & Financial Services Products.
  • Handle end to end client servicing and business development for the company.
  • Able to structure deals and develop strong client relationships and increase revenue for the company.
  • Responsible for all the revenue targets for Waterfront Capital.
  • Coordinate with the internal teams to execute & close deals seamlessly.
  • Support the Client with their future requirements & cross sell other products from the company.

Preferred Qualifications

  • Graduate or post graduate.
  • CWM certification is an added advantage.

Desired Candidate Profile

  • A commercially astute and customer focused individual, with a solid sales track record and a proven ability to foster strong business relationship.
  • Candidate should ideally have an inclination to meet clients & conduct sales.
  • Start-up attitude: quick execution, self-drive and willingness to work long hours.
  • Good written and verbal communication skills, able to deliver clear, concise information to clients and team, ability to multitask.
  • Thinker : Doer = 40:60.

Additional Details

  • This role is only for those who eat, breathe & sleep advisory business. There’s nothing in this world that makes you happier than closing the clients with best results and highest value addition in the most efficient way. The role is for candidates looking to make serious career in the advisory business. Your role will be to identify and hand-hold these HNI clients for all their financial services requirements at large.
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