01Overview
About the Opportunity
We are looking for agile, ambitious, and client-focused professionals to join our growing Wealth & Investment Advisory team. The role involves promoting and managing investment solutions across Alternative Investment Funds (AIFs), Wealth Products, and Financial Services for high-potential clients and investors.
This prospect is ideal for candidates passionate about financial markets, investment advisory, client acquisition, and relationship management.
Company Focus
The company focuses on investment products across:
- Project Funds
- Private Equity & Debt Funds
- Startups & Infrastructure Funds
- Hedge Funds & Arbitrage Strategies
Key Responsibilities
- Identify and acquire potential clients for investment and wealth products
- Promote Alternative Investment Funds (AIFs), financial products, and wealth solutions
- Build strong relationships with HNI/UHNI and retail clients
- Understand client financial goals and recommend suitable investment opportunities
- Conduct meetings, presentations, and client follow-ups
- Achieve business development and revenue targets
- Coordinate with internal investment, operations, and compliance teams
- Maintain accurate client records and portfolio updates
- Stay updated on financial markets, investment trends, and wealth products
Preferred Candidate Profile
- Graduate / Postgraduate in Finance, Commerce, Management, or related fields
- Freshers with strong communication skills can apply
- Experience in Banking, Insurance, NBFC, Wealth Management, Mutual Funds, or Financial Sales is an advantage
- Strong client handling and relationship-building skills
- Passion for investments, financial markets, and wealth advisory
- Target-oriented and self-motivated personality
Mandatory Language Requirements
- Hindi
- English
If you are interested in this role, please click on the 'Apply Now' button to submit your application. .
