Job Description

Company: Broadwings

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Location: Bangalore

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Experience: 3+ Years | Preferred 4–6 Years

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Employment Type: Full-Time | Monday–Saturday

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Joining: Immediate Joiners Preferred

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About the Role

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Broadwings is looking for a highly driven Investor Advisor with strong market knowledge, investment expertise, sales acumen and client acquisition capabilities.

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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.

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Key Responsibilities

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- Analyse equity markets, sectors, companies and macroeconomic trends to identify investment opportunities.
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- Provide well-researched and suitable investment recommendations based on client objectives and risk profiles.
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- Advise clients across Equity, Mutual Funds, PMS, AIFs, Bonds, REITs/InvITs and Alternative Investments.
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- Drive new client acquisition through networking, referrals, prospecting and relationship building.
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- Build, manage and expand HNI/UHNI client relationships and AUM.
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- Cross-sell and up-sell relevant investment products to existing clients.
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- Conduct portfolio reviews and provide market/investment insights.
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- Achieve AUM, revenue,



sales and client acquisition targets consistently.
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- Maintain a strong prospect pipeline and convert leads into long-term clients.
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- Work closely with Relationship Managers and internal investment teams.
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Candidate Profile

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- Minimum 3 years of experience in Wealth Management, Investment Advisory, Private Banking, Equity Research, Portfolio Management or Financial Services.
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- ₹30–50 Cr+ existing client book/AUM exposure preferred.
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- Proven track record of meeting/exceeding sales and business targets.
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- In-depth knowledge of Indian equity and financial markets.
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- Solid understanding of investment products and portfolio construction.
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- Strong sales, client acquisition and relationship management skills.
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- Excellent communication, presentation and negotiation abilities.
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- MBA Finance / relevant postgraduate qualification preferred.
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- NISM/other relevant financial certifications preferred.
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Key Skills

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Equity 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