Investment Adviser

- 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 seamless, high-quality client experience beyond the initial engagement. - Strategically build and maintain existing investor relationships, focusing on long-term success and satisfaction. - Monitor market trends and investment opportunities to provide clients with timely and relevant insights. - Ensure compliance with all regulatory and organizational standards in managing client portfolios. - Support documentation, KYC, and onboarding processes. Key Skills: - Strong communication and relationship-building skills. - Good understanding of financial markets and investment products. - Ability to explain financial concepts and products in clear, simple language. - Good analytical ability and attention to detail. - Commitment to Customer Success: Actively understanding and addressing client needs while building long-term relationships through trust and ongoing support. - Ability to Work in a Fast-Paced Environment: Efficiently managing multiple tasks, prioritizing effectively, and staying composed under pressure to meet deadlines. Qualifications: - MBA or an equivalent degree in Finance, Business, Economics from a top institute. - 3+ years of work experience in a fast-paced environment in direct sales / private wealth management. - Preferred Industry Financial services / private banking, premium residential real estate, wealth management. - Solid foundation in investment and financial planning concepts. - NISM XA/XB Certification would be an added advantage. - Proven expertise in building relationships and driving growth.