Investment Advisor - Professional Investor Segment - Wealth Management - Private Wealth Firm

Investment Advisor-Professional Investor Segment

About Role:

- This role offers an exciting opportunity to join a dynamic team and contribute to the growth of our client's professional investor segment.

- As an Advisor, you will be responsible for building and maintaining relationships with clients, providing tailored financial advice, and leveraging your expertise in Indian equities and capital markets to drive business.

Job Title: Advisor (Professional Investor Segment)

Location: Mumbai

Education: B.Fin/ M.Fin/ CA/ CFA or MBA (CFA/CA/CFP would be added qualification)

Experience: 1-3 Years

Must Have/Preferred Skills/Experience:

- Have a good understanding of fundamental research reports written by the institutional research team.

- Reasonable knowledge of Indian Equities/Capital Markets

- Ability to market these reports to Institutional clients

Responsibilities:

- Acquire and advise small and mid-sized PMS, AIF, Family Offices, and large HNIs.

- Build and nurture strong client relationships through exceptional communication.

- Provide personalized financial advice tailored to the needs of professional investors.

- Leverage expertise in Indian equities and capital markets to identify and execute business opportunities.

- Collaborate with Research and Sales Trading teams to drive revenue and increase client wallet share.

- Effectively communicate ideas and market research reports to clients.

- Demonstrate a strong understanding of fundamental research reports.

- Contribute to a positive and collaborative team environment.

Skills & Experience:

- Excellent communication and relationship building skills

- Passion and reasonable knowledge of Indian Equities/Capital Markets

- Flair for writing to communicate ideas

- Proven sales and client acquisition experience

- Strong understanding of financial markets and products

- Proficiency in using relevant financial software and tools

About Client: Our client is a leading private wealth management firm with a strong focus on providing comprehensive financial solutions to high-net-worth individuals and professional investors.