Angel and Genie
Website:
angelandgenie.com
Job details:
Location : Bangalore
Years of exp: 2+years
Must also have Exp in HNI/UHNI Clients Acquisition & Relationship management exp
Job Description:
We are looking for a motivated Investment Advisor to join our sales team. The role involves client
acquisition by engaging prospective investors, understanding their financial needs, and guiding them
through the firm’s investment offerings. It will require lead qualification, investor communication, and
ensuring a seamless onboarding experience for clients.
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.
Qualification:
● MBA or an equivalent degree in Finance, Business, Economics from a top institute
● 3+ years of work experience in a fast-paced environment in direct sales / private wealth
management
● Preferred Industry – Financial services / private banking, premium residential real estate, wealth
management
● Solid foundation in investment and financial planning concepts.
● NISM XA/XB Certification would be an added advantage
● Proven expertise in building relationships and driving growth.
Click on Apply to know more.
