Senior Financial Advisor - HNI - Investment Bank

Senior Financial Advisor

Job Profile:

- End to End Client Relationship Management - advising as per risk profile of the client.

- Cold calling and acquiring new clients and creating his/her own pipeline of clients

- Should have knowledge of all capital market products for HNIs, with a proven capability of working with the clients to service their needs related to these products.

- Will work within the boundaries of our business model using expertise of the product group and complying with requirements and processes in place for Private Wealth Team.

- Great ideation skills to structure deals as per client needs.

- Need to deliver 2-3 times of his fixed cost

- Can source and handle and advise direct clients.

Key Skills Required :

- Capable of opening doors/capable of fixing first meeting with HNIs

- Effective and clear communication both oral and written, Persuasive - selling skills

- Pleasing personality

- Networking and building relationships with existing and prospective clients and positioning Wealth as a brand to clients.

- Should have experience in general wealth products such as mutual funds.

- Should be from NBFC's background

- Should have their own client book in Mumbai and must have skills to generate revenues

- MBA (Finance) from Tier I / II institutes only - Mandatory

Location : Mumbai.

Behavioral Requirements :

- Integrity, Ability to establish trust, Strong analytical and interpretative skills, Self driven, Excellent communication skills, Excellent Presentation skills, Networking Ability - Team Player, Ability to work under time pressure and adhere to deadlines.

Technical Skill : Strong on Excel, word and power point - Very important

About the company :

- The company strives to be India's premier Investment Bank by focusing on providing innovative tailor-made solutions with a holistic view of client needs. At the core of the solutions lies the abacus which has governed the development of mankind for centuries. Based on this ethos, the company provides insightful solutions that create intrinsic value for all its stakeholders. Its business acumen gives it the ability to see the big picture and understand the levers that affect the business drivers through smart decisions and actions that can increase the long-term profitability for the clients and it selves.

Values : The company is built on the ability to seek solutions that are obscured by layers of complexity and to discern sharp entrepreneurial insights.