Investment Advisory Experts

As an Investment Advisory Expert, your primary responsibility will be to provide expert investment advice to potential clients and drive capital-raising efforts. You will be expected to proactively manage both existing and new leads, maintaining consistent communication and developing the pipeline effectively. Collaboration with stakeholders is essential to ensure a seamless and high-quality client experience throughout the engagement process. Your role will also involve strategically building and nurturing investor relationships, with a focus on long-term success and satisfaction. By monitoring market trends and identifying investment opportunities, you will be able to offer clients timely and relevant insights to support their financial goals. It is crucial to adhere to all regulatory and organizational standards while managing client portfolios to maintain compliance and uphold professional integrity. Key Skills: - Investment Advisory - Sales - Fund Raising - HNI (High Net Worth Individuals) - UHNI (Ultra High Net Worth Individuals) Industry Type: BFSI Functional Area: Investment Banking Employment Type: Full Time, Permanent Role Category: Leadership - Finance and Accounts If you are a proactive and results-driven individual with expertise in investment advisory and a passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity. Join our team and make a positive impact in the world of finance. Job Code: GO/JC/21043/2025 Recruiter Name: Maheshwari,