HNI Investment Advisory Associate

About the Role

We are looking for a smart, proactive, and socially confident individual who enjoys meeting new people, building strong relationships, and engaging with High Net-Worth Individuals (HNIs). This is a target-based field role with attractive incentives, offering excellent learning and growth opportunities. If you enjoy interacting with clients, are eager to learn, and want to build a career in financial services, this role is ideal for you.

Key Responsibilities

· Meet existing and potential HNI clients in person to understand their investment goals, financial needs, and preferences.

· Build, maintain, and strengthen long-term relationships with HNI clients through regular follow-ups and high-quality service.

· Educate clients about trading investment products, mutual funds, Insurance and more including features and benefits.

· Provide personalized investment recommendations aligned with each client’s financial objectives and risk profile.

· Assist clients in opening, managing, and maintaining their trading, investment products and mutual funds accounts.

· Proactively approach new prospects, promote relevant investment offerings, and cross-sell company products to generate business.

· Coordinate with internal teams to resolve client queries and ensure smooth service delivery.

· Stay updated on financial markets, fund performance, and regulatory changes to offer informed guidance to clients.

· Consistently achieve monthly sales targets, activity goals, and other performance metrics.

Qualifications & Skills

· Bachelor’s degree in Finance, Business, or any related field (Freshers encouraged to apply).

· Prior experience in sales or client relationship management—especially in stockbroking or financial services—is an advantage but not mandatory.

· Understanding of mutual funds, stock market products, and investment concepts is a plus.

· Strong communication skills with proficiency in English, Hindi, and Malayalam.

· Outgoing, social personality with excellent interpersonal skills.

· Proactive, eager to learn, and motivated to grow in a target-driven environment.

· Comfortable with field work and meeting clients regularly.

What We Offer

· Competitive salary with monthly incentives based on targets.

· Extensive training and mentoring.

· Exposure to HNI client management and financial services.

· High-growth career path in sales, client advisory, and relationship management.

• Willingness to work in target based field work - sales
• Willing and eager to meet clients in person
• Language proficiency: English, Hindi and Malayalam

Candidates in and around N R colony and Indiranagar only

Key Responsibilities:

• Cultivate relationships by meeting existing and new HNI clients in person to understand their investment goals and preferences.
• Educate HNI clients about mutual fund products, features, and benefits.
• Provide personalized investment recommendations based on HNI clients' financial objectives and risk tolerance.
• Assist HNI clients in opening and managing mutual fund accounts.
• Proactively reach out to potential HNI clients to promote mutual fund offerings, cross sell company products and generate new business.
• Collaborate with internal teams to address HNI clients inquiries and resolve issues promptly.
• Stay updated on market trends, fund performance, and regulatory changes to provide informed advice to HNI clients.
• Meet individual sales targets and performance metrics set by the organization.

Qualifications:

• Bachelor's degree in finance, business, or related field.
• Previous experience in sales or relationship management, preferably in the stock broking industry.
• Knowledge of mutual funds, investment products and other stock market products would be beneficial
• Excellent communication and interpersonal skills.
• Strong customer service orientation

Job Types: Full-time, Permanent

Pay: ₹25,000.00 - ₹30,000.00 per month

Benefits:

• Provident Fund

Work Location: In person