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Property Share logo

Investment Advisory

3 - 8 years

14 - 20 Lacs

Bengaluru

Posted:2 months ago| Platform: Naukri logo

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Skills Required

Investment Advisory NISM XA / XB Wealth Management Sales Relationship Management

Work Mode

Work from Office

Job Type

Full Time

Job Description

Responsibilities of the advisor include: Deliver expert investment advice to prospective clients and drive capital-raising. Proactively manage existing and new leads, ensuring consistent communication and pipeline development. Collaborate with stakeholders to provide seamless, high-quality client experience beyond the initial engagement. Strategically build and maintain existing investor relationships, focusing on long-term success and satisfaction. Monitor market trends and investment opportunities to provide clients with timely and relevant insights. Ensure compliance with all regulatory and organizational standards in managing client portfolios. Conduct regular portfolio reviews to ensure clients' investment strategies align with their financial goals. Key Skills: Commitment to Customer Success: Actively understanding and addressing client needs while building long-term relationships through trust and ongoing support. Excellent Interpersonal, and Communication Skills: Effectively communicating complex information to clients and internal teams. Ability to Gather and Use Data: Skilled in collecting and analyzing data to enable decisions, identify opportunities, and mitigate risks. Ability to Work in a Fast-Paced Environment: Efficiently managing multiple tasks, prioritizing effectively, and staying composed under pressure to meet deadlines. Experience: 3+ years in a fast-paced environment, ideally in Sales or Private Wealth Management. NISM XA/XB Certification with a solid foundation in investment and financial planning concepts. Proven expertise in building relationships and driving growth. Remuneration: Competitive and aligned with company standards, offering comprehensive benefits to support employee well-being and career growth.

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Property Share
Property Share
www.property-share.com

Financial Services

Bengaluru Karnataka

51-200 Employees

12 Jobs

    Key People

  • John Doe

    CEO

  • Jane Smith

    CTO

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