Vice President Investment Advisory

We are hiring Vice President - Executive Division About Guardian Guardian Capital has been awarded “The best investment advisory firm across India” by CNBCTV18 We are an Elite Wealth and Asset Management firm that offers a wide variety of services ranging from Wealth Management to Financial Planning to Taxation services, all under one roof—all customizable to fit the client’s individual needs. Why work at Guardian? (5 reasons) We believe our people are our greatest assets. We are ONLY looking to hire individuals that have integrity, passion and are looking to be the best. The company is small and is in it’s growth phase, which means there are plenty of growth opportunities for the right individuals. We also provide ESOPs. We believe a person’s time is the most valuable resource they have, since most of our time is spent at work we believe it needs to be a fun and exciting place to be. We make sure our team members find each and every role meaningful and fulfilling. We want to make the greatest difference in the quality of life for the families that have trusted us with their savings. What is the role? Vice President - Executive Division: The following are the four pillars that steer VP Executive Division daily activities, playing a crucial role in our organizational success Ideal Candidate: Candidate with Master’s degree in Business Administration (Finance, or related field) are preferred and should have an

experience

in Strategy Consulting or candidate should have 3 years of relevant

experience

with CFP pursuing or NISM Investment Advisory-A & B tests.

Responsibilities:

Pillar 1: Business Growth: Develop and implement referrals from clients. Expand service offerings and increase AUM from existing clients. Build trust and credibility through effective communication. Pillar 2 : Client Management: Cultivate and maintain strong relationships with clients. Conduct regular meetings with clients to understand their financial needs, goals, and preferences. Address client enquiries and concerns promptly Pillar 3 : Research: Track the performance of invested funds. Attend fund manager calls to reconcile internal research with their opinions and understand the framework. Pillar 4 : Leadership: Manage a team of financial professionals, offering guidance and support. Conduct regular team meetings to communicate goals, share updates, and address challenges. Vice President Daily Activities (est time allocation ) Salary Range: 12 -18 lac pa ( excluding bonus & Incentives) Mode of work: Work from office (5 days a week) Location: Jubilee Hills, Hyderabad Bond: 2 years Join Guardian Capital and build a rewarding career while helping clients achieve their financial goals! Interested Candidates can share their resume with [email protected] For more information, please visit our websites: www.gcia.in, www.guardianholdings.in, http://www.guardianassetmanagement.in/. You can also read about us at https://yourstory.com/2020/02/guardian-capital-investment-banker-snapdeal-zomato.