HNI Client Handling Job Vacancies in Chandigarh

Job descriptionCompany: Growth InvestingLocation: Sector 46, Gurgaon (Work from Office + Work From Home)Job Type: Full-TimeSalary: 3.00 6.00 Lacs per Annum +IncentivesAbout us:GrowthInvesting.in is a data-driven equity research and Model Portfolio platform focused on building smart, growth-oriented portfolios. We empower investors with research, insights, and AI-powered tools. WE are SEBI-registered & Specialize in building high-conviction equity portfolios and derivative trading plans using in-depth analysis .Role OverviewAs a Sales Manager, your primary responsibility will be to drive sales and client acquisition. You will engage with potential investors, understand their needs, and guide them toward suitable equity portfolios or trading solutions.This role is ideal for someone who understands the Investing, stock market & Mutual fund, has experience in financial product sales, and is excited to help clients grow their wealth through structured investing.Key ResponsibilitiesLead Generation: Identify and qualify leads through outbound calls, emails, and digital channelsClient Engagement: Educate potential investors on stock market investing and our offeringsPortfolio & Trading Advisory: Match clients with:Equity PortfoliosIndex Derivatives (Options & Futures)Equity DerivativesOption StrategiesCommodity DerivativesSales Execution: Pitch and close investment solutions including:Mutual FundsEquity portfolio'sGrowth Investing SmallcasesEquity & Derivative Trade PlansTarget Achievement: Meet client onboarding and revenue goalsCRM & Follow-ups: Maintain records, nurture leads, and build strong client relationshipsWhat Were Looking ForEducation:Bachelors Degree Must (B.Com - Preferred)NISM Certification (Preferred Series XV)Experience:Minimum 2 years in sales of Mutual Fund, Equity, Equity portfolios, PMS, AIF, mutual funds, or VC productsMinimum 2 years of exposure to equity + derivatives marketsTrading experience is a strong plusSkills:Strong understanding of equity market basics and derivative strategiesExcellent communication & consultative selling abilityTarget-driven, organized, and self-motivatedPrior experience with CRM or sales tracking tools is preferredPerks & BenefitsLearn directly from a SEBI-registered Research AnalystBe part of a growing fintech research & advisory startupTransparent incentive + bonus structureExposure to real-world equity & derivative strategiesClear growth path into wealth advisory or portfolio strategyJob Types: Full-time, PermanentPay: 300,000.00 - 600,000.00 per yearBenefits:Flexible scheduleInternet reimbursementWork from homeEducation:Bachelor's (Required)Experience:Equity & Derivative : 2 years (Required)Language:English/Hindi + 1 Regional Language (Required)License/Certification:NSIM XIV (Required)Work Location: In personSpeak with the employer +91 9810500199Application Deadline: 20/08/2025Expected Start Date: 20/08/2025

We are excited to announce a fantastic opportunity to join Tiger Wealth Private Limited as an Operations ExecutiveMutual Funds.If you are passionate about financial services and have experience in mutual funds, this could be the perfect role for you!About Us: Tiger Wealth Private Limited ( Sector 9 - D, Chandigarh ) is a boutique wealth management firm with a strong presence in the industry since 2008. We proudly manage assets exceeding Rs.200 Crores for over 3000 clients, including 500+ High-Net-Worth Individuals (HNIs), corporates, families, and NRIs. Our office is located in Sector 9-D, Chandigarh.Position: Banking Operations ExecutiveLocation: SCO 48 49, Second Floor, Sector 9 D, Chandigarh 160009Job Type: Full-timeKey Responsibilities: Maintain and update client details. Oversee backend processes and handle documentation. Address and resolve client queries via email and phone. Prepare and compare quotations for clients. Perform data updates and handle mailing and scanning tasks. Participate in training sessions and stay updated with best practices.Qualifications: Educational Background: B. Com / BBA / MBA. Experience: 1-3 years in the Banking, Financial Services, and Insurance (BFSI) sector. Must be well-versed in Mutual Funds. Strong verbal and written communication skills in English.Perks: Enjoy weekends with 2nd and 4th Saturdays off. No sales targets or quotas. Opportunities for rewards, recognition, and incentives.If you meet the qualifications and are interested in exploring this opportunity, Please send your resume to hr@tigerwealth.in and call / WhatsApp on 7889104366. We look forward to your application and the possibility of welcoming you to our team.Thank you for considering a career with Tiger Wealth Private Limited.