Investor Advisor - Sales

Broadwings Multi Family Office · India

Company: Broadwings

Location: Bangalore

Experience: 3+ Years | Preferred 4–6 Years

Employment Type: Full-Time | Monday–Saturday

Joining: Immediate Joiners Preferred

Broadwings 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.

• 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.

• 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.

Equity Markets | Investment Advisory | Investment Products | HNI/UHNI Relationships | Sales | Client Acquisition | AUM Growth | Portfolio Analysis | Market Research | Target Achievement