Company: BroadwingsLocation: BangaloreExperience: 3+ Years | Preferred 4–6 YearsEmployment Type: Full time | Monday–SaturdayJoining: Immediate Joiners PreferredAbout the RoleBroadwings is looking for a highly driven Investor Advisor with strong market knowledge, investment expertise, sales acumen and client acquisition capabilities.The ideal candidate should have experience handling HNI/UHNI clients, preferably with a ₹30–50 Cr+ client book/AUM, and a proven track record of achieving business and investment targets.Key ResponsibilitiesAnalyse equity markets, sectors, companies and macroeconomic trends to identify investment opportunities.Provide well-researched and suitable investment recommendations based on client objectives and risk profiles.Advise clients across Equity, Mutual Funds, PMS, AIFs, Bonds, REITs/InvITs and Alternative Investments.Drive new client acquisition through networking, referrals, prospecting and relationship building.Build, manage and expand HNI/UHNI client relationships and AUM.Cross-sell and up-sell relevant investment products to existing clients.Conduct portfolio reviews and provide market/investment insights.Achieve AUM, revenue,



sales and client acquisition targets consistently.Maintain a strong prospect pipeline and convert leads into long-term clients.Work closely with Relationship Managers and internal investment teams.Candidate ProfileMinimum 3 years of experience in Wealth Management, Investment Advisory, Private Banking, Equity Research, Portfolio Management or Financial Services.₹30–50 Cr+ existing client book/AUM exposure preferred.Proven track record of meeting/exceeding sales and business targets.In-depth knowledge of Indian equity and financial markets.Strong understanding of investment products and portfolio construction.Strong sales, client acquisition and relationship management skills.Excellent communication, presentation and negotiation abilities.MBA Finance / relevant postgraduate qualification preferred.NISM/other relevant financial certifications preferred.Key SkillsEquity Markets | Investment Advisory | Investment Products | HNI/UHNI Relationships | Sales | Client Acquisition | AUM Growth | Portfolio Analysis | Market Research | Target Achievement

📌 Investor Advisor - Sales (Bengaluru)
🏢 Broadwings Multi Family Office
📍 Bengaluru