Sales - Investment Advisor

5 days ago


Bengaluru, Karnataka, India Altinvest Full time

Key Responsibilities:

  • Proactively manage existing and new leads, ensuring consistent communication and pipeline development.
  • Explain investment products in simple and compliant language to prospective clients and drive client acquisition
  • Handle basic objections and ensure timely follow-ups with prospective investors.
  • Update CRM with accurate lead information, notes, and status
  • 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.
  • Support documentation, KYC, and onboarding processes.

Key Skills:

  • Strong communication and relationship-building skills
  • Good understanding of financial markets and investment products
  • Ability to explain financial concepts and products in clear, simple language
  • Good analytical ability and attention to detail
  • Commitment to Customer Success: Actively understanding and addressing client needs while building long-term relationships through trust and ongoing support.
  • Ability to Work in a Fast-Paced Environment: Efficiently managing multiple tasks, prioritizing effectively, and staying composed under pressure to meet deadlines.

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