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Job Description & How to Apply Below
Company: Broad wings
Location:
Bangalore
Experience:
3+ Years | Preferred 4–6 Years
Employment Type:
Full-Time | Monday–Saturday
Joining: Immediate Joiners Preferred
About the Role Broad wings is looking for a highly driven Investor Advisor with strong market knowledge, investment expertise, sales acumen and client acquisition capabilities.
The ideal candidate should have experience handling HNI/UHNI clients, preferably with a ₹30–50 Cr+ client book/AUM , and a proven track record of achieving business and investment targets.
Key Responsibilities Analyse equity markets, sectors, companies and macroeconomic trends to identify investment opportunities.
Provide well-researched and suitable investment recommendations based on client objectives and risk profiles.
Advise clients across Equity, Mutual Funds, PMS, AIFs, Bonds, REITs/InvITs and Alternative Investments .
Drive new client acquisition through networking, referrals, prospecting and relationship building.
Build, manage and expand HNI/UHNI client relationships and AUM.
Cross-sell and up-sell relevant investment products to existing clients.
Conduct portfolio reviews and provide market/investment insights.
Achieve AUM, revenue, sales and client acquisition targets consistently.
Maintain a strong prospect pipeline and convert leads into long-term clients.
Work closely with Relationship Managers and internal investment teams.
Candidate Profile Minimum 3 years of experience in Wealth Management, Investment Advisory, Private Banking, Equity Research, Portfolio Management or Financial Services.
₹30–50 Cr+ existing client book/AUM exposure preferred.
Proven track record of meeting/exceeding sales and business targets .
In-depth knowledge of Indian equity and financial markets.
Strong understanding of investment products and portfolio construction.
Strong sales, client acquisition and relationship management skills.
Excellent communication, presentation and negotiation abilities.
MBA Finance / relevant postgraduate qualification preferred.
NISM/other relevant financial certifications preferred.
Key Skills Equity Markets | Investment Advisory | Investment Products | HNI/UHNI Relationships | Sales | Client Acquisition | AUM Growth | Portfolio Analysis | Market Research | Target Achievement
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