Investor Advisor - Sales
Broadwings Multi Family Office · Bengaluru · onsite · Posted 40d ago
About a minute. You'll make an account on the way through.
About this role
Company: Broadwings
Location: Bangalore
Experience: 3+ Years | Preferred 4–6 Years
Employment Type: Full-Time | Monday–Saturday
Joining: Immediate Joiners Preferred
About the RoleBroadwings is looking for a highly driven Investor Advisor with strong market knowledge, investment expertise, sales acumen and client acquisition capabilities.
The ideal candidate should have experience handling HNI/UHNI clients, preferably with a ₹30–50 Cr+ client book/AUM, and a proven track record of achieving business and investment targets.
Key Responsibilities- Analyse equity markets, sectors, companies and macroeconomic trends to identify investment opportunities.
- Provide well-researched and suitable investment recommendations based on client objectives and risk profiles.
- Advise clients across Equity, Mutual Funds, PMS, AIFs, Bonds, REITs/InvITs and Alternative Investments.
- Drive new client acquisition through networking, referrals, prospecting and relationship building.
- Build, manage and expand HNI/UHNI client relationships and AUM.
- Cross-sell and up-sell relevant investment products to existing clients.
- Conduct portfolio reviews and provide market/investment insights.
- Achieve AUM, revenue, sales and client acquisition targets consistently.
- Maintain a strong prospect pipeline and convert leads into long-term clients.
- Work closely with Relationship Managers and internal investment teams.
- Minimum 3 years of experience in Wealth Management, Investment Advisory, Private Banking, Equity Research, Portfolio Management or Financial Services.
- ₹30–50 Cr+ existing client book/AUM exposure preferred.
- Proven track record of meeting/exceeding sales and business targets.
- In-depth knowledge of Indian equity and financial markets.
- Strong understanding of investment products and portfolio construction.
- Strong sales, client acquisition and relationship management skills.
- Excellent communication, presentation and negotiation abilities.
- MBA Finance / relevant postgraduate qualification preferred.
- NISM/other relevant financial certifications preferred.
Equity Markets | Investment Advisory | Investment Products | HNI/UHNI Relationships | Sales | Client Acquisition | AUM Growth | Portfolio Analysis | Market Research | Target Achievement
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