Customer Bond Advisor

6 days ago

Mumbai, Maharashtra, India LiquiLoans Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Job Description – Customer Bond Advisor (D2C)

About LiquiBonds

LiquiBonds, part of the LiquiLoans Group, is a rapidly growing platform that specializes in Fixed Income Products such as Bonds, NCDs, AIFs, and other innovative investment opportunities.

Our mission is to empower investors—ranging from retail to HNIs—with transparent, secure, and rewarding fixed-income investment options. By combining technology, financial expertise, and customer-first values, we aim to simplify investments and help clients achieve long-term wealth creation.


Company Website
:

Role Overview

We are seeking ambitious, persuasive, and customer-focused professionals to join our team as Customer Bond Advisors.

In this role, you will:

  • Act as a trusted financial partner to investors, including HNIs and emerging affluent clients.
  • Understand client aspirations, map suitable fixed-income products, and drive sales growth.
  • Build lasting client relationships by offering tailored solutions that generate trust, value, and repeat investments.

This is a high-growth opportunity for individuals who are passionate about finance, enjoy consultative selling, and want to make a significant impact in the wealth management space.

Key Responsibilities

Client Engagement & Prospecting

  • Initiate outbound calls and virtual meetings with potential and existing investors.
  • Engage with HNIs, retail investors, and first-time buyers to understand their wealth goals.

Consultative Sales

  • Pitch, explain, and simplify fixed-income products
    (Bonds, NCDs, AIFs, etc.)
    in an engaging and convincing manner.
  • Recommend products aligned with each client's investment horizon, risk appetite, and return expectations.

Target Achievement & Revenue Growth

  • Consistently achieve and exceed monthly/quarterly sales targets.
  • Drive revenue generation through both new client acquisitions and repeat investments.

Relationship Building

  • Build and maintain long-term trust with clients through personalized service.
  • Become a go-to advisor for clients on fixed-income investments.

Market & Product Knowledge

  • Stay updated with financial markets, industry trends, and competitor products.
  • Communicate regulatory, compliance, and product-related updates to clients effectively.

CRM & Reporting

  • Ensure accurate and timely updates in CRM systems for client interactions, sales pipeline, and progress tracking.
  • Share insights with the leadership team on client feedback and market opportunities.

Requirements

  • Graduate/Postgraduate in Finance, Commerce, or related field (preferred).
  • 1–6 years of experience in Sales, Business Development, Wealth Management, or Investment Advisory.
  • Strong understanding of fixed-income products (Bonds, NCDs, AIFs) will be an added advantage.
  • Excellent communication, persuasion, and presentation skills.
  • Ability to connect with HNIs and affluent clients and build long-term trust.
  • Target-driven, self-motivated, and proactive mindset.
  • Passion for financial markets and a strong desire to grow in the investment advisory space.

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