Location : Bangalore

Years of exp: 2+years

Must also have Exp in HNI/UHNI Clients Acquisition & Relationship management exp

Job Description:

We are looking for a motivated Investment Advisor to join our sales team. The role involves client

acquisition by engaging prospective investors, understanding their financial needs, and guiding them

through the firms investment offerings. It will require lead qualification, investor communication, and

ensuring a seamless onboarding experience for clients.

Key Responsibilities:

Proactively manage existing and new leads, ensuring consistent communication and pipeline

development.

Explain investment products in simple and compliant language to prospective clients and drive

client acquisition

Handle basic objections and ensure timely follow-ups with prospective investors.

Update CRM with accurate lead information, notes, and status

Collaborate with stakeholders to provide seamless, high-quality client experience beyond the initial engagement.

Strategically build and maintain existing investor relationships, focusing on long-term success and satisfaction.

Monitor market trends and investment opportunities to provide clients with timely and relevant

insights.

Ensure compliance with all regulatory and organizational standards in managing client portfolios.

Support documentation, KYC, and onboarding processes.

Key Skills:

Strong communication and relationship-building skills

Good understanding of financial markets and investment products

Ability to explain financial concepts and products in clear, simple language

Good analytical ability and attention to detail

Commitment to Customer Success: Actively understanding and addressing client needs while

building long-term relationships through trust and ongoing support.

Ability to Work in a Fast-Paced Environment: Efficiently managing multiple tasks, prioritizing

effectively, and staying composed under pressure to meet deadlines.

Qualification:

MBA or an equivalent degree in Finance, Business, Economics from a top institute

3+ years of work experience in a fast-paced environment in direct sales / private wealth

management

Preferred Industry Financial services / private banking, premium residential real estate, wealth

management

Solid foundation in investment and financial planning concepts.

NISM XA/XB Certification would be an added advantage

Proven expertise in building relationships and driving growth.

Investment Advisor