Job Description

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 prospects.
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 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.
Robust sales, client acquisition and relationship management skills.
Excellent communication, presentation and negotiation a

📌 Investor Advisor Vasanthanagar
🏢 Broadwings Multi Family Office
📍 Vasanthanagar