Location : Bangalore
Years of exp: 2+years
Must also have Exp in HNI/UHNI Clients Acquisition & Relationship management exp

Job Description:

We are looking for a motivated Investment Advisor to join our sales team. The role involves client
acquisition by engaging prospective investors, understanding their financial needs, and guiding them
through the firm’s investment offerings. It will require lead qualification, investor communication, and
ensuring a seamless onboarding experience for clients.

Key Responsibilities:
● Proactively manage existing and new leads, ensuring consistent communication and pipeline
development.
● Explain investment products in simple and compliant language to prospective clients and drive
client acquisition
● Handle basic objections and ensure timely follow-ups with prospective investors.
● Update CRM with accurate lead information, notes, and status
● Collaborate with stakeholders to provide seaml...