Senior Financial Advisor Position

12 hours ago

Amritsar, Punjab, India beBeeInvestor Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

Job seekers are invited to apply for an experienced Investment banker position.

The primary responsibility of this role is to convert leads into business opportunities, effectively manage relationships with investors, and support financial communication strategies.

You will be key in building and maintaining positive relationships with high-net-worth individuals and institutional investors.

Key responsibilities include:

  • Convert potential investor leads into business by building strong, trust-based relationships.
  • Communicate financial performance, market trends, and business developments to investors.
  • Respond to investor inquiries and maintain regular communication to build long-term relationships.
  • Collaborate with internal teams to ensure investor needs are addressed effectively.
  • Monitor investor feedback and report insights to the management team.
  • Stay updated on industry trends, market dynamics, and the financial landscape to enhance investor satisfaction.

Requirements

  • Postgraduate degree in Finance, Business, Economics, or a related field.
  • Proven experience in investor relations, financial services, or a related industry.
  • Strong understanding of financial statements, capital markets, and investment principles.
  • Excellent communication and interpersonal skills, with the ability to present complex financial information.
  • Ability to convert leads into tangible business opportunities.
  • Strong analytical and problem-solving skills.

Preferred Qualifications

  • Experience in client engagement and lead generation.
  • Familiarity with investment instruments, market trends, and financial compliance.
  • Must have good understanding of share market trends.
  • Must have prior experience in Client communication & Client relationship management.

Certifications

  • NISM Series-XV: Research Analyst Certification
  • NISM Series XIX-C: Alternative Investment Fund Managers Certification
  • NISM Series XIX-B: Alternative Investment Funds (Category III) Distributors Certification

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