Investment Advisor - BFS

Investment Advisor

Responsibilities:

- Extend investment advice to prospects and raise capital for the listed investment opportunities.

- Develop strong product knowledge and manage existing investor relationship.

- Effectively manage all existing and new leads generated by you.

- Support investment professionals

- Partner with the investment advisors to ensure seamless experience for the client post your initial conversations.

- Collaborate cross-functionally to address client requirements

- Building and maintaining your client base.

Key Skills:

- Commitment towards making our customer successful

- Excellent computer, interpersonal and communication skills

- Ability to gather and use data

- Ability to work in a fast-paced environment

Experience:

- 3+ years

- Preferably with Sales / private wealth management experience.

- NISM XA / XB Certification

- Possess strong knowledge of the investment business and strong understanding of financial planning concepts