Investment Advisor

Angel and Genie; Bengaluru; On-site; INR 700,000 - 1,200,000; Full time

Job summary

Angel and Genie is seeking a commercially driven professional in Bengaluru to manage both existing and new investment leads, ensuring pipeline growth and client success. You will explain investment products in clear language, handle objections, and keep CRM updated for accurate forecasting.

The role focuses on building long-term client relationships, monitoring market trends, and ensuring regulatory compliance across portfolios while supporting KYC and onboarding processes.

Qualifications

• MBA or equivalent degree in Finance, Business, Economics from a top institute.
• 3+ years of work experience in a fast-paced indirect sales/private wealth environment.
• Preferred industry–financial services/private banking, wealth.
• Solid foundation in investment concepts and financial planning.
• NISM XA/ XB Certification would be an added advantage.
• Proven expertise in building relationships and driving growth.

Responsibilities

• Proactively manage existing and new leads with consistent communication and pipeline development.
• Explain investment products in simple, compliant language to prospective clients and drive client acquisition.
• Handle 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 investor relationships focusing on long-term success and satisfaction.
• Monitor market trends and investment opportunities to provide timely insights.
• Ensure compliance with regulatory and organizational standards in managing portfolios.
• Support documentation, KYC, and onboarding processes.

Skills

Strong communication

Relationship building

Financial markets knowledge

Explain concepts clearly

Analytical mindset

Customer success focus

Education

MBA or equivalent (Finance/Business/Economics)

Tools

CRM systems

Job description

KeyResponsibilities

• Proactivelymanageexistingandnewleads,ensuringconsistentcommunicationandpipeline development.
• Explaininvestmentproductsinsimpleandcompliantlanguagetoprospectiveclientsanddrive clientacquisition
• Handlebasicobjectionsandensuretimelyfollow-upswithprospectiveinvestors.
• UpdateCRMwithaccurateleadinformation,notes,andstatus
• Collaboratewithstakeholderstoprovideseamless,high-qualityclientexperiencebeyondtheinitialengagement.
• Strategicallybuildandmaintainexistinginvestorrelationships,focusingonlong-termsuccessand satisfaction.
• Monitormarkettrendsandinvestmentopportunitiestoprovideclientswithtimelyandrelevant insights.
• Ensurecompliancewithallregulatoryandorganizationalstandardsinmanagingclientportfolios.
• Supportdocumentation,KYC,andonboardingprocesses.

KeySkills

• Strongcommunicationandrelationship-buildingskills
• Goodunderstandingoffinancialmarketsandinvestmentproducts
• Abilitytoexplainfinancialconceptsandproductsinclear,simplelanguage
• Goodanalyticalabilityandattentiontodetail
• CommitmenttoCustomerSuccess:Activelyunderstandingandaddressingclientneedswhilebuildinglong-termrelationshipsthroughtrustandongoingsupport.
• AbilitytoWorkinaFast-PacedEnvironment:Efficientlymanagingmultipletasks,prioritizingeffectively,andstayingcomposedunderpressuretomeetdeadlines.

Qualification

• MBAoranequivalentdegreeinFinance,Business,Economicsfromatopinstitute
• 3+yearsofworkexperienceinafast-pacedenvironmentindirectsales/privatewealth
• PreferredIndustry–Financialservices/privatebanking,premiumresidentialrealestate,wealth
• Solidfoundationininvestmentandfinancialplanningconcepts.
• NISMXA/XBCertificationwouldbeanaddedadvantage
• Provenexpertiseinbuildingrelationshipsanddrivinggrowth.