Company: Broadwings

Location: Bangalore

Experience: 3+ Years | Preferred 4–6 Years

Employment Type: Full-Time | Monday–Saturday

Joining: Immediate Joiners Preferred

About the Role

Broadwings 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 Responsibilities

- Analyse 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 robust prospect pipeline and convert leads into long-term clients. - Work closely with Relationship Managers and internal investment teams.

Candidate Profile

- Minimum 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 Skills

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