Financial Advisor

Educational & Professional Qualifications

• Minimum: Bachelor’s degree in Finance, Economics, Commerce, or a related field
• Preferred: MBA or any post graduate degree
• Exposure to financial modeling, equity markets, and research frameworks.
  

Technical & Analytical Skills

• Strong fundamentals in share market—able to interpret financial statements, macroeconomic indicators, equity trends
• Proficient in tools like Excel, valuation models, financial modeling, and familiarity with platforms such as Bloomberg—preferred
• Ability to conduct in-depth research, build financial models, and create investment insights
  

Communication & Interpersonal Abilities

• Excellent verbal and written communication—capable of calling leads, presenting ideas, and converting them effectively
• Confident in outreach and capable of persuading and negotiating with clarity and conviction
• Relationship builder—capable of engaging with investors, company representatives, and internal stakeholders
  

Behavioral Attributes

• Self-starter: Proactive, motivated to act first and take ownership of outcomes
• Goal-oriented: Driven by targets and achieving conversion metrics.
• Adaptable under pressure: Thrives in fast-paced, volume-driven environments.
• Storyteller: Skilled in packaging ideas and data persuasively for diverse audiences.
  

Key Responsibilities

• Initiate, nurture, and convert leads via calls and outreach into potential clients or investors.
• Present compelling investment ideas or candidate propositions to internal decision-makers.
• Maintain ongoing relationships with leads and portfolio contacts, following up regularly.
• Stay updated on market movements and thematic shifts that influence investment or recruitment strategies