Investment Advisor

2 months ago

New Delhi, India HDFC securities Full time

Key Responsibility Area-


  • Serve as a trusted financial consultant to high net worth individuals, family offices, and corporates.
  • Acquire new HNI client relationships to build personal AUA and ensure achievement of targets.
  • Adopt a client-centric approach to develop a comprehensive strategy that considers all aspects of the client's finances and investment objectives.
  • Build portfolios that adhere to the defined investment framework through appropriate asset allocation and product suitability.
  • Cultivate and grow client relationships by monitoring portfolios through performance reviews, providing regular updates, presenting plans, addressing and resolving queries in a timely manner.
  • Effective communication and collaboration with internal and external stakeholders to ensure the client is well-served.
  • Stay updated on products, services, and legislation that may have an influence on clients' investment strategy.
  • Adhere to all internal policies and ensure compliance with regulatory requirements.


Qualifications & Attributes:

  • Post-graduate with specialization in finance.
  • 15 +years of sales experience in wealth management
  • Excellent knowledge of products, market dynamics, and economic scenarios.
  • Financial acumen, analytical thinking with an aptitude for relationship management.
  • Strong persuasive and interpersonal skills.
  • Excellent verbal and written communication skills.
  • Ability to seamlessly align service delivery for an enhanced customer experience; thereby ensuring the achievement of both client's and organization's goals.
  • Experience with the Advisory (RIA) model

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