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.
