Investment Advisor

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