Investment Advisor

Yrs of experience- min. 3 yrs

Location: Bangalore

Must dealt with HNIs & UHNIs investment portfolios, client relationship & new client acquisition

Must be in direct sales/private wealth management- No dealership/ channel partners/distributorship

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.

V.2 Confidential 2025

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.

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.