Investment Advisor

2 weeks ago

Hyderabad District Telangana, India Jobsequel Full time

**Job Title**:Senior Investment Advisor - Wealth Management**
**Location**: Hyderabad (Work from Office)
**CTC**: ₹12,00,000 - ₹15,00,000 per year
**Experience Required**: 6-15 years in Banking, Mutual Funds, Wealth Management, or related fields
**Maximum Age**: 36 years

**Job Type**: Full-time, Permanent
**Role Type**: Individual Contributor

**Job Summary**:
We are looking for a seasoned investment advisor to manage and grow relationships with high-net-worth (HNI) and retail clients. You will provide personalized financial advice and help clients invest in mutual funds and other wealth products.

**Key Responsibilities**:

- Sell mutual fund products to existing and new clients using a provided database and by asking for referrals.
- Identify and acquire new HNI clients and stay in touch with your assigned clients through regular calls and meetings.
- Analyze clients’ current investment portfolios and suggest better ways to invest based on their goals and risk profile.
- Meet sales and business targets by promoting mutual funds and growing client relationships.
- Understand client needs and recommend suitable financial products accordingly.
- Deliver top-quality service to ensure high client satisfaction.
- Offer personalized investment planning and portfolio advice.
- Meet revenue targets across various financial products.
- Be the single point of contact for all your assigned clients.

**Job Types**: Full-time, Permanent

Pay: ₹1,200,000.00 - ₹1,500,000.00 per year

Work Location: In person

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