Sales - Investment Advisor

Altinvest

3 - 5 years

5 - 12 Lacs

bengaluru

Posted:3 days ago| Platform:

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Skills Required

residential sales hni sales sales investment advisory

Work Mode

Work from Office

Job Type

Full Time

Job Description

Key Responsibilities:

Proactively manage existing and new leads, ensuring consistent communication and pipeline development.
Explain investment products in simple and compliant language to prospective clients and drive client acquisition
Handle basic objections and ensure timely follow-ups with prospective investors.
Update CRM with accurate lead information, notes, and status
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.
Support documentation, KYC, and onboarding processes.

Key Skills:

Strong communication and relationship-building skills
Good understanding of financial markets and investment products
Ability to explain financial concepts and products in clear, simple language
Good analytical ability and attention to detail
Commitment to Customer Success: Actively understanding and addressing client needs while building long-term relationships through trust and ongoing support.
Ability to Work in a Fast-Paced Environment: Efficiently managing multiple tasks, prioritizing effectively, and staying composed under pressure to meet deadlines.

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