Business Head Investment Advisory

As a Vice President in the Executive Division at Guardian Capital, your role will involve overseeing the daily activities of the organization to ensure its success. Your primary focus will be on steering the daily activities of the organization towards achieving its goals. You will play a crucial role in client acquisition, management, research, and leadership within the company. - **Key Responsibilities:** - **Client Acquisition:** - Develop and implement lead generation strategies. - Identify potential clients and market segments. - Build trust and credibility through effective communication and follow-up. - **Client Management:** - Cultivate and maintain strong relationships with clients. - Conduct regular meetings with clients to understand their financial needs, goals, and preferences. - Address client enquiries and concerns promptly. - **Research:** - Track the performance of invested funds. - Attend fund manager calls to reconcile internal research with their opinions and understand the framework. - **Leadership:** - Manage a team of financial professionals, offering guidance and support. - Conduct regular team meetings to communicate goals, share updates, and address challenges. - **Qualifications Required:** - Candidate with Masters degree in Business Administration (Finance, or related field) are preferred. - Should have 3 years of relevant experience with CFP pursuing or NISM Investment Advisory-A & B tests. Guardian Capital is an Elite Wealth and Asset Management firm that offers a wide variety of services customizable to fit each client's individual needs. The company believes in providing growth opportunities for its employees and ensures a fun and fulfilling work environment. If you are looking for a challenging yet rewarding role in the financial services industry, Guardian Capital is the place to be. Join us at our office in Banjara Hills, Hyderabad and be a part of a team that strives to make a real difference in the quality of life for families. As a Vice President in the Executive Division at Guardian Capital, your role will involve overseeing the daily activities of the organization to ensure its success. Your primary focus will be on steering the daily activities of the organization towards achieving its goals. You will play a crucial role in client acquisition, management, research, and leadership within the company. - **Key Responsibilities:** - **Client Acquisition:** - Develop and implement lead generation strategies. - Identify potential clients and market segments. - Build trust and credibility through effective communication and follow-up. - **Client Management:** - Cultivate and maintain strong relationships with clients. - Conduct regular meetings with clients to understand their financial needs, goals, and preferences. - Address client enquiries and concerns promptly. - **Research:** - Track the performance of invested funds. - Attend fund manager calls to reconcile internal research with their opinions and understand the framework. - **Leadership:** - Manage a team of financial professionals, offering guidance and support. - Conduct regular team meetings to communicate goals, share updates, and address challenges. - **Qualifications Required:** - Candidate with Masters degree in Business Administration (Finance, or related field) are preferred. - Should have 3 years of relevant experience with CFP pursuing or NISM Investment Advisory-A & B tests. Guardian Capital is an Elite Wealth and Asset Management firm that offers a wide variety of services customizable to fit each client's individual needs. The company believes in providing growth opportunities for its employees and ensures a fun and fulfilling work environment. If you are looking for a challenging yet rewarding role in the financial services industry, Guardian Capital is the place to be. Join us at our office in Banjara Hills, Hyderabad and be a part of a team that strives to make a real difference in the quality of life for families.