Advisor - Professional Investor Segment - BFSI (4-7 yrs)

1 month ago


MumbaiNavi MumbaiDelhi NCR, India iimjobs Full time

Advisor - Professional Investor Segment - BFSI


Job Description:
We are seeking a highly motivated and skilled Advisor to join our clients' team, specializing in the Professional Investor Segment. The ideal candidate should possess outstanding communication and relationship-building skills, along with a solid understanding of Indian Equities and Capital Markets. If you excel in articulating ideas through written communication and enjoy collaborating with Research & Sales Trading teams to drive business within the professional investor landscape, we invite you to apply for this exciting opportunity.

Job Role:

As an Advisor specializing in the Professional Investor Segment, the incumbent will play a pivotal role in leveraging exceptional communication skills to establish and cultivate robust relationships with professional investors. This position requires a demonstrated and solid understanding of Indian Equities and Capital Markets, underpinned by the ability to articulate ideas effectively through written communication. The Advisor will actively collaborate with Research & Sales Trading teams, contributing to the identification and execution of business opportunities within the professional investor segment. This role offers a unique opportunity for an individual with a passion for financial markets and a strategic mindset to make a significant impact on our organization's success in the dynamic landscape of professional investor services.

Job Responsibilities:

- Acquisition & Sales Advisory for small & mid PMS, AIF, Family Offices & Large HNIs

- Provide advisory services tailored to the needs of the Professional Investor Segment.

- Build and nurture client relationships through excellent communication skills.

- Demonstrate a solid understanding of Indian Equities and Capital Markets.

- Generate Revenues and high wallet share from clients

- Showcase effective writing skills to communicate personal and market ideas convincingly.

- Collaborate with Research & Sales Trading teams to generate and execute business strategies.

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

- Ability to market these reports to Institutional clients.



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