
Investment Advisor
2 days ago
Roles and Responsibilities
- Provide investment advisory services to high net worth individuals (HNIs) on various financial products such as mutual funds, insurance, and other investment instruments.
- Identify new business opportunities through networking, referrals, and market research to acquire new HNI clients.
- Develop and maintain strong relationships with existing clients by providing exceptional customer service and ensuring timely resolution of their queries.
- Collaborate with internal teams to resolve client issues related to product sales or servicing.
- Stay updated with industry trends, regulations, and best practices in the field of finance.
Desired Candidate Profile
- 2-7 years of experience in B2C sales, financial advisory, HNI acquisition, HNI sales, investment advisory, mutual funds sales, NISM certification (MF), or similar roles.
- Strong understanding of investment products including mutual funds, insurance policies etc. .
- Excellent communication skills for effective interaction with HNIs at all levels.
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