Investment Advisor

Responsibilities:

We are looking for a proactive and result-oriented Investment Advisor to join our team. The candidate will focus on selling fixed income products (bonds) to HNI clients and guiding them on portfolio diversification and risk management.

Key Responsibilities:

• Identify, engage, and build long-term relationships with HNI clients, Corporates, Institutions, MF & PF.
• Advise clients on fixed income investment opportunities and diversification strategies.
• Conduct portfolio reviews and recommend rebalancing based on market trends.
• Stay abreast of market movements, interest rate changes, and regulatory updates.
• Coordinate with internal teams for seamless execution and client servicing.
• Achieve sales and revenue targets while ensuring high client satisfaction.

Desired profile of the candidate:

• Bachelors degree (Finance, Economics, or related field; MBA/CFA preferred.)
• 1+ year of experience in equity and bond sales.
• Strong knowledge of fixed income and capital markets.
• Excellent communication, presentation, and relationship management skills.
• Ability to explain financial concepts clearly to clients.