Job Title

HNI Client Acquisition - Equity Portfolio Management & Mutual Funds (Work from Home)

Job City

Mumbai, Delhi or any other city in India

Company Profile

Finowinn is an independent equity research company backed by experts who have massive experience in creating wealth in the stock market.

We are predominantly a smallcap and midcap-focused Portfolio Advisory firm with a keen interest in identifying value investing opportunities via special situations like demergers and Spin-offs.
Finowinn is an active Influencer on Twitter & YouTube & known for his Educational videos & posts. Finowinn and its team have a collective experience of 25 years in Analyzing stocks, fundamental analysis, study charts, and creating wealth at the rate of 18-25% consistently.

Job Profile & Responsibilities

•  Client Acquisition for Portfolio Advisory Services & Mutual Funds catering only to HNIs via emails & calls to the prospective leads who have filled up an inquiry form at our website. Minimum Investment: 25L or 25000 SIP in Mutual funds
• Sharing stock recommendations & daily follow up of leads/prospect clients (even month old prospective leads) by sharing market-related data & videos
• Making Content for Youtube shorts & giving voice (ONLY Voice, no face) 4 shorts a month: in order to share some new content on clients/leads Whatsapp & remain in touch with them
• At the start, you might have 10-15 leads to work on, later on, it shall be 30-40 leads
• The mode of communication with the prospective client has to be in English since all the clients are HNIs
• The job profile requires only conversations on Calls, emails
• Cracked Leads: Sending Portfolio Advisory/MF application form by email or by courier and following him up for signed application form along with other documentation. This is also an important part of the job profile. Documentation work follow up
• The entire activities might not require more than 3-4 hours anytime during the day as per the candidate’s convenience but have to inform prior hand the comfortable working hours
• Finowinn.com & www.twitter.com/finowinn We also have applied to avail license: SEBI Registered Research Analyst
• Additionally, Short Tweets for our Twitter Profile: Equity or MF analysis at an Index level or Stock or sector level in short 40-45 words which will be backed by present stock market data & finally deriving some learning out of it. It will be posted as Tweets on our Twitter page. So it has to be of max 80 words per tweet
• Backing data could be anything like stock charts, PE Ratio charts, valuation metrics, past history equity data, backing data by showing performance of US Markets from the 1990s, showing previous 10 years wealth creators list, data regarding showing Top gainers from Index 6 month old lows & so on

Prefered Qualifications

MBA, CFP, QPFP, CA, or CFA

Desired Candidate Profile

Female Candidate OR Male self-employed ONLY- working from home with a prior minimum of 4-5 years of experience in Equity- Sales or financial planning OR direct stocks or Portfolio Management. Full-time employees pls refrain.

Additional Details

This job would require a devotion of 3-4 hours on a daily basis.

Salary Range

13000 to 15000 per month for 3-4 hours a day, Saturday: 2 hours. Interested: email resume at finowinn@gmail.com or WhatsApp +919872377700

How to Apply

finowinn@gmail.com