Investment Advisor

3 days ago

Pune, India 91 AT WORK LLP Full time

We are seeking a highly motivated and skilled Relationship Manager / Investment Counsellor to join our team. In this role, you will be responsible for building and maintaining strong relationships with our clients while providing them tailored investment advice and guiding them towards achieving their financial goals. With your exceptional interpersonal skills and financial expertise, you will play a pivotal role in ensuring client satisfaction and driving business growth.

**Responsibilities**:
1. Establish and nurture long-term relationships with clients, understanding their financial needs, goals, and risk tolerance.

2. Provide personalized investment advice, tailored to clients' objectives, by leveraging a strong understanding of financial markets, investment products, and risk management strategies.

3. Develop and implement comprehensive wealth management plans by analyzing clients' financial situations, including income, expenses, assets, and liabilities.

4. Offer guidance and recommendations on investment opportunities, portfolio allocations, and asset diversification while keeping abreast of market trends and economic indicators.

5. Monitor clients' investment portfolios on an ongoing basis, assessing performance, identifying necessary adjustments, and ensuring alignment with agreed-upon investment strategies.

6. Collaborate with internal teams, such as research analysts and product specialists, to stay updated on market developments, investment products, and regulatory changes.

7. Enhance client satisfaction by promptly addressing inquiries, concerns, and service requests, ensuring a high level of responsiveness and professionalism.

8. Continuously expand client relationships through proactive outreach, referral generation, and participation in company-sponsored events or networking activities.

9. Maintain accurate client records and ensure compliance with all applicable regulations and internal policies.

10. Stay informed about industry best practices, trends, and competitors to identify opportunities for improvement and innovative approaches.

**Requirements**:
1. Bachelor's degree in Finance, Business Administration, Economics, or a related field.

2. Proven experience as a Relationship Manager, Investment Counsellor, or similar role for 1 to 2 years.

3. Strong knowledge of financial markets, investment instruments, and wealth management strategies.

4. Excellent communication, interpersonal, and presentation skills, with the ability to build rapport with a diverse range of clients.

5. Analytical mindset with the ability to interpret complex financial data and make informed investment decisions.

6. Proficiency in financial software, CRM systems, and Microsoft Office Suite.

7. Sound understanding of relevant regulations, compliance requirements, and ethical standards governing the financial services industry.

8. Ability to prioritize tasks, manage time effectively, and work independently or within a team.

9. Professional certifications (e.g., CFA, CFP) or progress towards such certifications would be an asset.

10. Demonstrated commitment to continuous learning and professional development.

**Salary**: Up to ₹700,000.00 per year

**Benefits**:

- Health insurance
- Paid sick time
- Paid time off
- Provident Fund

Schedule:

- Day shift
- Weekend availability

Supplemental pay types:

- Commission pay
- Performance bonus

Ability to commute/relocate:

- Pune, Maharashtra: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 1 year (preferred)

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