Investment Advisor

Role & responsibilities

Job Title: Investment Advisor

Job Summary:

The Investment Advisor is responsible for developing and implementing strategies to attract new clients at PhillipCapital India. This role involves identifying potential markets, generating leads, nurturing relationships, and converting prospects into clients. The manager collaborates with marketing, sales, and product teams to enhance client engagement and ensure customer satisfaction.

Key Responsibilities:

• Identify and target potential clients through market research and analysis.
• Develop and maintain a pipeline of prospects using various channels, including networking, social media, referrals, and industry events.
• Establish and maintain relationship with prospective clients.
• Understand clients financial needs and objectives to tailor service offerings.
• Create and implement effective client acquisition strategies and sales plans.
• Work closely with the marketing team to develop campaigns and promotional activities that enhance brand visibility and attract potential clients.
• Provide feedback on marketing initiatives based on client interactions and market trends.
• Prepare and deliver compelling presentations and proposals to prospective clients.
• Highlight the benefits of the products and services offered by PhillipCapital India.
• Monitor industry trends, competitor activities, and regulatory changes to identify opportunities for client acquisition.
• Analyze client feedback and market data to refine acquisition strategies.
• Attend industry conferences, networking events, and workshops to build professional relationships and enhance visibility.
• Engage with community organizations and professional associations to expand the firms reach.
• Track and report on acquisition activities, lead conversion rates, and overall performance against targets.
• Provide regular updates to senior management on client acquisition progress and strategies.

Required Skills and Qualifications:

• Bachelor’s degree in finance, business administration, marketing, or a related field.
• A master’s degree or relevant certifications (e.g., CFA, CFP) is a plus.
• 1-3 years of experience in client acquisition, sales, or business development within the financial services industry.
• Proven track record of achieving sales targets and managing client relationships.
• Strong understanding of financial products and services.
• Excellent communication, negotiation, and presentation skills.
• Ability to analyze market data and trends to inform strategies.
• Proficiency in Microsoft Office Suite.
• Strong interpersonal skills with the ability to build rapport with clients and colleagues.