Financial Service Associate

💼📈 Job Opening: Financial Service Associate

🏢 Company: Fincos Technology Solutions Private Limited

📍 Location: Statesman House, 148 Barakhamba Road, Connaught Place, New Delhi, Delhi

🌟 About the Company:

Fincos Technology Solutions Pvt. Ltd. is a Delhi-based financial advisory firm specializing in Portfolio Management Services (PMS), Investment Advisory, IPO & Fund Raising Consultancy, and Corporate Restructuring. The company focuses on customized investment solutions, HNI client acquisition, and growing AUM.

💡 About the Role:

We are looking for a result-oriented Financial Service Associate to acquire and manage HNI clients, promote PMS / AIF products, and provide professional wealth management solutions.

📌 Key Responsibilities:

🤝 Acquire & manage HNI / UHNI clients

📈 Sell PMS, AIF, Mutual Funds & Insurance products

💼 Provide customized wealth management solutions

📞 Client acquisition through meetings & references

📊 Support AUM growth & achieve sales targets

🤝 Build strong long-term client relationships

👤 Candidate Profile:

🎂 Age: 25-40 Years

👫 Gender: Male & Female (Both allowed)

🎓 Education: Graduate

🗣️ English: Intermediate English

⏳ Experience: Minimum 2Years

🕘 Shift: Day Shift (Full Time)

🧠 Required Skills:

💎 Wealth Management & Advisory

👥 HNI Client Handling

📊 Mutual Fund & Insurance Sales

📈 PMS / AIF Product Sales

🎯 Acquisition Marketing & Relationship Building

💰 Salary & Incentives:

💵 Fixed Salary: ₹30,000 – ₹75,000

🏆 Incentives: ₹25,000+ (Performance Based)

📞 Contact: FINCOS WEALTH

📱 Call / WhatsApp: 98704 08628