Investment Advisor

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.