KeyResponsibilities:

.Proactivelymanageexistingandnewleads,ensuringconsistentcommunicationandpipeline

development.

.Explaininvestmentproductsinsimpleandcompliantlanguagetoprospectiveclientsanddrive

clientacquisition

.Handlebasicobjectionsandensuretimelyfollow-upswithprospectiveinvestors.

.UpdateCRMwithaccurateleadinformation,notes,andstatus

.Collaboratewithstakeholderstoprovideseamless,high-qualityclientexperiencebeyondtheinitialengagement.

.Strategicallybuildandmaintainexistinginvestorrelationships,focusingonlong-termsuccessand

satisfaction.

.Monitormarkettrendsandinvestmentopportunitiestoprovideclientswithtimelyandrelevant

insights.

.Ensurecompliancewithallregulatoryandorganizationalstandardsinmanagingclientportfolios.

.Supportdocumentation,KYC,andonboardingprocesses.

KeySkills:

.Strongcommunicationandrelationship-buildingskills

.Goodunderstandingoffinancialmarketsandinvestmentproducts

.Abilitytoexplainfinancialconceptsandproductsinclear,simplelanguage





.Goodanalyticalabilityandattentiontodetail

.CommitmenttoCustomerSuccess:Activelyunderstandingandaddressingclientneedswhile

buildinglong-termrelationshipsthroughtrustandongoingsupport.

.AbilitytoWorkinaFast-PacedEnvironment:Efficientlymanagingmultipletasks,prioritizing

effectively,andstayingcomposedunderpressuretomeetdeadlines.

Qualification:

.MBAoranequivalentdegreeinFinance,Business,Economicsfromatopinstitute

.3+yearsofworkexperienceinafast-pacedenvironmentindirectsales/privatewealth

management

.PreferredIndustry-Financialservices/privatebanking,premiumresidentialrealestate,wealth

management

.Solidfoundationininvestmentandfinancialplanningconcepts.

.NISMXA/XBCertificationwouldbeanaddedadvantage

.Provenexpertiseinbuildingrelationshipsanddrivinggrowth.

📌 Investment Advisor (Bengaluru)
🏢 Angel and Genie
📍 Bengaluru