Company: Broadwings /n Location: Bangalore /n Experience: 3+ Years | Preferred 4–6 Years /n Employment Type: Full time | Monday–Saturday /n Joining: Immediate Joiners Preferred /n About the Role/n Broadwings is looking for a highly driven Investor Advisor with strong market knowledge, investment expertise, sales acumen and client acquisition capabilities. /n 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. /n Key Responsibilities/n /n
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 recent 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.

/n /n Candidate Profile/n /n
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.

/n /n Key Skills/n 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