Let’s do great things together
I-CAN Financial Solutions Pvt. Ltd. is a forward-thinking financial services firm built on expertise, integrity, and research-driven wealth management.
With deep experience across Mutual Funds, Insurance, Equity, and other financial solutions, we deliver structured, client-centric strategies to individuals and corporates navigating today’s dynamic financial landscape.
Our Mentorship & Leadership
Our operations are mentored by Citrus Advisors, founded by Sanjay Sinha, one of India’s leading fund managers and former CEO of L&T Mutual Fund.
This strong mentorship foundation ensures that our advisory philosophy is rooted in disciplined investing, research excellence, and long-term value creation.
Why Build Your Career With Us ?
At I-CAN, you don’t just join a company, you become part of a team that values:
Continuous learning and market insight
Ethical and transparent practices
Client-first thinking
Performance-driven growth
A collaborative, professional environment
Relationship Manager
AGE REQUIREMENT
No bar
SKILLS
Graduate, MBA, CFP/CFA but can be relaxed in the case of an experienced candidate.
EXPERIENCE
Preferably from similar background but not necessary. Freshers can also apply. Extensive training programme on financial products and processes will be provided to the candidate. The intention is to mentor him/her to be a private wealth manager.
Job Profile
- Develop a list of High Net Worth Individuals (HNI) and Mass Affluent clients in the designated area/location, using personal outreach.
- Offer personalized financial solutions and support to clients, leveraging our technology platform and research resources.
- Conduct regular portfolio reviews and provide clients with insights and recommendations to optimize their investments.
- Expand the client base with the help of referrals
- Build and maintain robust rapport with Mutual Funds Distributors (MFDs), Wealth Managers, Regional Distributors (RDs), National Distributors (NDs), and Banks to enhance the sales of our products, initially focusing on Portfolio Management Services (PMS), Mutual Funds and Alternative Investment Funds (AIFs) and other products as applicable.
- Provide support and assistance to our partners to maximize sales and market penetration
- Expand the Partner base through referrals and networking to drive business growth.
- Achieve and exceed sales targets, contributing to the overall growth and success of the organization.
Please send your applications to
Email: careers@icanindia.com mentioning the position and location for which you are applying in the subject line
Tel: +91 22 2620 1957
Or send your applications to:
ICan Financial
1020 A, 10th Floor, Chandak Unicorn, Dattaji Salve Marg, Off Veera Desai Road, Jeevan Nagar, Andheri West, Mumbai Pin: 400053
