About Klarfin

Founded in 2022, Klarfin is a Wealth Tech Company based out of Delhi. Within a short span of time, the Company has reached an Asset Under Management (AUM) of approx. INR 3,000 million. Its customers include High Net Worth Individuals (HNIs), startups and businesses. While the Company is currently offering mutual funds as an asset class to its customers, it is in the process of adding fixed deposits, digital gold and pre-IPO investments as additional asset classes on its platform.

Job Description

1. Grow the firm business by acquiring new clients

2. Actively acquire and activate new/ potential clients referral directly to the immediate supervisor

3. Proactively engage with the immediate Reporting Manager, fix meetings and help in closure

4. Actively monitor client accounts’ performance and provide any interventions required due to changes in market situation

5. Ensure that the firm’s values, reputation and standing are always well protected when representing the firm in external forums

6. Ensure that all activities are undertaken within the regulatory framework. Further, ensure that the company's policies and procedures are adhered to when performing their task

7. Contribute towards product roadmap and how necessary integrations and licenses can be completed

Qualifications

1. Minimum of a bachelor’s degree from an accredited college or university

2. Master’s degree is preferred, specifically in Finance / Wealth Management

3. Minimum of 5-6 years’ experience in Finance/ Banking industry

4. Previous experience with handling Retail Banking/ Wealth Clients

Domain Skills

1. Good and sound understanding of the financial services industry and financial consulting responsibilities.

2. Demonstrate strong interest in Financial and Capital markets.

3. Experience in understanding the financial needs of HNI clients.

Soft Skills

1. Excellent business development and marketing skills

2. Demonstrate a commitment to extraordinary client service through professional excellence, highest ethical standards and effective use of available resources

3. Excellent interpersonal skills and ability to build and foster a strong network of relationships

4. Positive and client first attitude

5. Highly motivated and determined to work in a fast-pace, fast-growing and entrepreneurial company

6. Ability to work independently and as part of a team and handle multiple responsibilities competently, with a high degree of accuracy in a high-pressure environment

7. Detail oriented, commitment to excellence and a high level of integrity

Klarfin

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