Investment Advisor - Professional Investor Segment - PMS/AIF/Family Office

Investment Advisor - Professional Investor Segment

About Client:Our client is a leading private wealth management firm with a strong focus on providing comprehensive financial solutions to high-net-worth individuals and professional investors.

About Role

This role offers an exciting opportunity to join a dynamic team and contribute to the growth of our client's professional investor segment. As an Advisor, you will be responsible for building and maintaining relationships with clients, providing tailored financial advice, and leveraging your expertise in Indian equities and capital markets to drive business.

Job Title: Advisor (Professional Investor Segment)

Location: Mumbai

Education: B.Fin/ M.Fin/ CA/ CFA or MBA (CFA/CA/CFP would be added qualification)

Experience: 1-3 Years

Must Have/Preferred Skills/Experience:

- Have a good understanding of fundamental research reports written by the institutional research team.

- Reasonable knowledge of Indian Equities/Capital Markets

- Ability to market these reports to Institutional clients

Responsibilities:

- Acquire and advise small and mid-sized PMS, AIF, Family Offices, and large HNIs.

- Build and nurture strong client relationships through exceptional communication.

- Provide personalized financial advice tailored to the needs of professional investors.

- Leverage expertise in Indian equities and capital markets to identify and execute business opportunities.

- Collaborate with Research and Sales Trading teams to drive revenue and increase client wallet share.

- Effectively communicate ideas and market research reports to clients.

- Demonstrate a strong understanding of fundamental research reports.

- Contribute to a positive and collaborative team environment.

Skills & Experience:

- Excellent communication and relationship building skills

- Passion and reasonable knowledge of Indian Equities/Capital Markets

- Flair for writing to communicate ideas

- Proven sales and client acquisition experience

- Strong understanding of financial markets and products

- Proficiency in using relevant financial software and tools