Investment Advisor - Sales - Professional Investor Segment (1-3 yrs)

Education: B.Fin/ M.Fin/ CA/ CFA or MBA (CFA/CA/CFP would be added qualification)

Must Have/Preferred Skills/Experience :

- Have a good understanding of fundamental research reports written by the institutional research team.

- Reasonable knowledge of Indian Equities/Capital Markets.

- Ability to market these reports to Institutional clients.

Responsibilities :

- Acquire and advise small and mid-sized PMS, AIF, Family Offices, and large HNIs.

- Build and nurture strong client relationships through exceptional communication.

- Provide personalized financial advice tailored to the needs of professional investors.

- Leverage expertise in Indian equities and capital markets to identify and execute business opportunities.

- Collaborate with Research and Sales Trading teams to drive revenue and increase client wallet share.

- Effectively communicate ideas and market research reports to clients.

- Demonstrate a strong understanding of fundamental research reports.

- Contribute to a positive and collaborative team environment.

Skills & Experience :

- Excellent communication and relationship building skills.

- Passion and reasonable knowledge of Indian Equities/Capital Markets.

- Flair for writing to communicate ideas.

- Proven sales and client acquisition experience.

- Strong understanding of financial markets and products.

- Proficiency in using relevant financial software and tools.