Senior Investment Advisor

Company Description:

- Huntsmen & Barons is a premier executive search and board advisory consulting firm based in Pune.

- With a primary focus on service excellence and disciplined execution, Huntsmen & Barons believes that top leadership is crucial for building successful and lasting enterprises.

- The company specializes in identifying, assessing, and recruiting world-class executives for leadership roles in organizations.

- As trustworthy partners, we are committed to delivering the right talent for Board of Directors, CEO, and Senior Executive Management roles to support long-term growth strategies.

Role Description:

This is a full-time on-site role for a Senior Investment Advisor at Huntsmen & Barons located in Pune.

- As a Senior Investment Advisor, you will be responsible for providing financial planning advice, developing and implementing investment strategies, managing finance portfolios, and delivering exceptional customer service to clients.

- You will work closely with clients to understand their financial goals and provide tailored recommendations to help them achieve their objectives.

Qualification:

- Manage the investment Portfolio of HNI/UHNI Clients in collaboration with Relationship Managers.

- Analyze investment products and determine which product is appropriate for the clients.

- Responsible to increase the Branch AUM.

- Support and handhold Relationship managers in joint sales calls.

- Maintain MIS and drive business across mapped branches.

- Coordinate with AMCs and ensure compliance while distributing the products.

- Train new RM's on Products and Markets.

- Ownership of investment targets assigned to mapped branches.

- Portfolio monitoring, rebalancing, and reviews.

- Strong consultative, negotiation and problem-solving skills to identify and address issues.

- Proven ability to succeed in a target/KPI driven environment.