Investment Advisor

7 days ago

Bengaluru, India Altinvest Full time

Responsibilities of the advisor include:

  • Deliver expert investment advice to prospective clients and drive capital-raising.
  • Proactively manage existing and new leads, ensuring consistent communication and pipeline development.
  • Collaborate with stakeholders to provide seamless, high-quality client experience beyond the initial engagement.
  • Strategically build and maintain existing investor relationships, focusing on long-term success and satisfaction.
  • Monitor market trends and investment opportunities to provide clients with timely and relevant insights.
  • Ensure compliance with all regulatory and organizational standards in managing client portfolios.
  • Conduct regular portfolio reviews to ensure clients' investment strategies align with their financial goals.

Key Skills:

  • Commitment to Customer Success: Actively understanding and addressing client needs while building long-term relationships through trust and ongoing support.
  • Excellent Interpersonal, and Communication Skills: Effectively communicating complex information to clients and internal teams.
  • Ability to Gather and Use Data: Skilled in collecting and analyzing data to enable decisions, identify opportunities, and mitigate risks.
  • Ability to Work in a Fast-Paced Environment: Efficiently managing multiple tasks, prioritizing effectively, and staying composed under pressure to meet deadlines.

Experience:

  • 3+ years in a fast-paced environment, ideally in Sales or Private Wealth Management.
  • NISM XA/XB Certification with a solid foundation in investment and financial planning concepts.
  • Proven expertise in building relationships and driving growth.

Remuneration: Competitive and aligned with company standards, offering comprehensive benefits to support employee well-being and career growth.

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