Job description
Fydaa (unit of Multistrato Capital Advisors Private Limited) is a wealth-inclusive Bharat initiative to make a difference in our client’s lives and financial well-being.
We are looking for Qualified Field Executive who want to join us on our journey of continued growth. Our commitment and main objective is to deliver personalised, independent financial advice to each of our clients. As a Field Executive, you will have the opportunity to support several individual clients with financial management.
Fydaa has obtained SEBI’s license in investment advisory allowing holistic financial planning as well as access to some of the best technical advancements in the industry to help you support your client. You will have the opportunity to run and manage many parts of a client’s wealth, taking a healthy interest in the well-being of your client’s finances.
You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio.
Key Activities
Build and develop a bank of wealth management clients (B2C only).
Manage and support a portfolio of clients, building strong and trusting relationships as well as maintaining continued strong communication with a personalised advisory approach.
Build continuous AUM (assets under management) by identifying current personal financial needs as well as discovering other financial opportunities and advising on findings.
Stay informed and comply with all relevant legislative, financial, procedural, and quality requirements.
General administrative duties as required by the role.

Skills Required
Service focused with strong numerical and analytical skills with close attention to detail.
Previous experience in managing clients is desirable but not essential.
An understanding of lump sum investments, offshore investments, fintech, bonds or pension products is highly advantageous.
A trustworthy, financially sound, professional team player that has an instinct to deliver top quality service.
Sound judgement skills and attention to detail can also help you to analyse the risks involved in certain investments.
Have ambition, hunger for success and be driven by targets.

Company Benefits
Opportunity for further chartered qualifications relevant to the industry.
Multitude of career opportunities and progression.
Opportunity to transfer to different locations.
Competitive commission bonus based on a transparent structure.
Individual and team training that supports your development.
Client and employee events.

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More about this Field Executive job

Multistrato Capital Advisors Private Limited is aggressively hiring for the job profile of Field Executive at Meerut in Jattiwara locality. Kindly go through the FAQs below to get all answers related to the given job.

1. How much salary can I expect?

Ans. You can expect a minimum salary of 15,000 INR and can go up to 25,000 INR. The salary offered will depend on your skills, experience and performance in the interview.

2. What is the eligibility criteria to apply for this job?

Ans. The candidate should have studied 12th Pass and people who have 0 to 31 years are eligible to apply for this job. You can apply for more jobs in Meerut to get hired quickly.

3. Is there any specific skill required for this job?

Ans. The candidate should have No English Required skills and sound communication skills for this job.

4. Who can apply for this job?

Ans. Only Female candidates can apply for this job.

5. Is it a work from home job?

Ans. No, it’s not a work from home job and can’t be done online. You can explore and apply for other work from home jobs in Meerut at apna.

6. Are there any charges or deposits required while applying for the role or while joining?

Ans. No work-related deposit needs to be made during your employment with the company.

7. How can I apply for this job?

Ans. Go to the apna app and apply for this job. Click on the apply button and call HR directly to schedule your interview.

8. What is the last date to apply?

Ans. The last date to apply for this job is 23-Aug-2024.

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