Investment Advisor
Angel & Genie · Bengaluru · onsite · Posted 55d ago
About a minute. You'll make an account on the way through.
About this role
KeyResponsibilities:
.Proactivelymanageexistingandnewleads,ensuringconsistentcommunicationandpipeline
development.
.Explaininvestmentproductsinsimpleandcompliantlanguagetoprospectiveclientsanddrive
clientacquisition
.Handlebasicobjectionsandensuretimelyfollow-upswithprospectiveinvestors.
.UpdateCRMwithaccurateleadinformation,notes,andstatus
.Collaboratewithstakeholderstoprovideseamless,high-qualityclientexperiencebeyondtheinitialengagement.
.Strategicallybuildandmaintainexistinginvestorrelationships,focusingonlong-termsuccessand
satisfaction.
.Monitormarkettrendsandinvestmentopportunitiestoprovideclientswithtimelyandrelevant
insights.
.Ensurecompliancewithallregulatoryandorganizationalstandardsinmanagingclientportfolios.
.Supportdocumentation,KYC,andonboardingprocesses.
KeySkills:
.Strongcommunicationandrelationship-buildingskills
.Goodunderstandingoffinancialmarketsandinvestmentproducts
.Abilitytoexplainfinancialconceptsandproductsinclear,simplelanguage
.Goodanalyticalabilityandattentiontodetail
.CommitmenttoCustomerSuccess:Activelyunderstandingandaddressingclientneedswhile
buildinglong-termrelationshipsthroughtrustandongoingsupport.
.AbilitytoWorkinaFast-PacedEnvironment:Efficientlymanagingmultipletasks,prioritizing
effectively,andstayingcomposedunderpressuretomeetdeadlines.
Qualification:
.MBAoranequivalentdegreeinFinance,Business,Economicsfromatopinstitute
.3+yearsofworkexperienceinafast-pacedenvironmentindirectsales/privatewealth
management
.PreferredIndustry-Financialservices/privatebanking,premiumresidentialrealestate,wealth
management
.Solidfoundationininvestmentandfinancialplanningconcepts.
.NISMXA/XBCertificationwouldbeanaddedadvantage
.Provenexpertiseinbuildingrelationshipsanddrivinggrowth.
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