Associate capital
Published date: 2026/11/07
- Location: Bengaluru, Karnataka, India
We are looking for a professional to be responsible for offering financial advice and financial planning services to Rural High Net-Worth Individuals/Families and assist clients in achieving their financial goals.
- The Candidate must have adequate experience working with High Net-worth Clients/Business owners who own businesses in various facets of the Rural economy. The Candidate must have a strong financial acumen and a passion for working directly with clients.
- Candidates with work experience in the rural economy space like Agriculture & Agriculture Value Services, Rural Banking, Micro Finance, Rural Fintech, Consumer Products is preferred. Past experience in working in Rural/Semi-Urban India is important.
The Candidate must have the following skills :
- Relationship management skills -A key aspect of the job is relationship management; therefore, relationship management skills are extremely important. The trust of clients should be earned through ethical behaviour, a willingness to listen, and consistent performance. The Candidate must have excellent networking skills.
- Communication skills - The Candidate must have excellent written and verbal communication skills in at least one Regional Language. The Candidate must be a good listener.
- Adaptability - The Candidate must first and foremost understand the needs of the Client and then prepare an appropriate financial plan rather than advocating for a financial plan that's set in stone.
- Knowledge of finance - The Candidate with knowledge of finance, along with a sharp eye for business trends would be preferred.
- Analytical thinking - it's essential for the Candidate to be critical thinkers who can conduct research and formulate action steps.
- The Candidate must be willing to travel across the Rural/Semi-urban regions of the State and spend quality time in Rural locations of the State.
Compensation will commensurate with experience.
Location: State Capital/District Headquarters
- The Candidate must have adequate experience working with High Net-worth Clients/Business owners who own businesses in various facets of the Rural economy. The Candidate must have a strong financial acumen and a passion for working directly with clients.
- Candidates with work experience in the rural economy space like Agriculture & Agriculture Value Services, Rural Banking, Micro Finance, Rural Fintech, Consumer Products is preferred. Past experience in working in Rural/Semi-Urban India is important.
The Candidate must have the following skills :
- Relationship management skills -A key aspect of the job is relationship management; therefore, relationship management skills are extremely important. The trust of clients should be earned through ethical behaviour, a willingness to listen, and consistent performance. The Candidate must have excellent networking skills.
- Communication skills - The Candidate must have excellent written and verbal communication skills in at least one Regional Language. The Candidate must be a good listener.
- Adaptability - The Candidate must first and foremost understand the needs of the Client and then prepare an appropriate financial plan rather than advocating for a financial plan that's set in stone.
- Knowledge of finance - The Candidate with knowledge of finance, along with a sharp eye for business trends would be preferred.
- Analytical thinking - it's essential for the Candidate to be critical thinkers who can conduct research and formulate action steps.
- The Candidate must be willing to travel across the Rural/Semi-urban regions of the State and spend quality time in Rural locations of the State.
Compensation will commensurate with experience.
Location: State Capital/District Headquarters
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