Senior Investment Advisor

Nazareth Business Solutions Private Limited; Ernakulam; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Nazareth Business Solutions Private Limited is seeking an experienced Investment Advisory Cum Public Relations Officer to guide clients on Mutual Funds and investment products, build relationships, and drive business development in the financial services space.

The role requires understanding client objectives, explaining options, and managing end-to-end advisory activities, with a focus on growing a client base and maintaining robust relationships across the portfolio.

Qualifications

• Graduate degree in Commerce, Finance, Business Administration, Economics, or related field.
• 2–5 years of relevant experience in Mutual Funds, Investment Advisory, Wealth Management, Financial Services, or related sectors.
• Strong practical knowledge of Mutual Funds and investment advisory services is mandatory.
• Excellent communication and interpersonal skills.
• Strong client relationship and negotiation skills.
• Ability to generate and convert investment leads.
• Basic knowledge of financial regulations and compliance requirements.
• Strong presentation and convincing skills.
• Professional approach towards client handling and confidentiality.

Responsibilities

• Provide professional guidance to clients regarding Mutual Funds and investment products.
• Understand clients' financial goals, risk profiles, and investment requirements.
• Explain various investment options, returns, risks, and product features clearly to clients.
• Handle Mutual Fund investment and advisory-related activities.
• Develop and maintain strong relationships with existing and prospective clients.
• Generate new investment leads through networking, referrals, calls, meetings, and other business-development activities.
• Conduct client meetings and investment discussions professionally.
• Follow up with prospective clients and convert qualified leads into clients.
• Maintain regular communication with clients and provide appropriate investment-related support.
• Coordinate with internal teams and financial institutions for smooth execution of client requirements.
• Maintain proper records of client interactions, leads, follow-ups, and investments.
• Represent the company professionally at meetings, networking events, and business functions.
• Support the company's Public Relations and business development activities.
• Stay updated on Mutual Fund schemes, market developments, investment products, and relevant financial regulations.

Skills

Mutual Funds

Investment Advisory

Wealth Management

Client Relationship Management

Business Development

Communication Skills

Negotiation

Presentation Skills

Confidentiality

Regulatory Knowledge

Education

Graduate degree in Commerce/Finance/Business Administration/Economics

Job description

We are looking for an experienced Investment Advisory Cum Public Relations Officer with strong knowledge and practical experience in Mutual Funds, Investment Advisory Services, financial products, and client relationship management.

The ideal candidate should be capable of understanding clients' financial objectives, explaining suitable investment products, developing client relationships, and supporting business development activities.

Key Responsibilities

• Provide professional guidance to clients regarding Mutual Funds and investment products.
• Understand clients' financial goals, risk profiles, and investment requirements.
• Explain various investment options, returns, risks, and product features clearly to clients.
• Handle Mutual Fund investment and advisory-related activities.
• Develop and maintain strong relationships with existing and prospective clients.
• Generate new investment leads through networking, referrals, calls, meetings, and other business-development activities.
• Conduct client meetings and investment discussions professionally.
• Follow up with prospective clients and convert qualified leads into clients.
• Maintain regular communication with clients and provide appropriate investment-related support.
• Coordinate with internal teams and financial institutions for smooth execution of client requirements.
• Maintain proper records of client interactions, leads, follow-ups, and investments.
• Represent the company professionally at meetings, networking events, and business functions.
• Support the company's Public Relations and business development activities.
• Stay updated on Mutual Fund schemes, market developments, investment products, and relevant financial regulations.

Required Skills & Qualifications

• Graduate degree in Commerce, Finance, Business Administration, Economics, or a related field.
• 2–5 years of relevant experience in Mutual Funds, Investment Advisory, Wealth Management, Financial Services, or related sectors.
• Strong practical knowledge of Mutual Funds and investment advisory services is mandatory.
• Good understanding of different investment products and risk-return concepts.
• Excellent communication and interpersonal skills.
• Strong client relationship and negotiation skills.
• Ability to generate and convert investment leads.
• Good presentation and convincing skills.
• Professional approach towards client handling and confidentiality.
• Basic knowledge of financial regulations and compliance requirements.

Preferred Candidate Profile

We prefer candidates who have:

• Proven experience in Mutual Fund advisory / distribution / wealth management.
• Existing experience handling HNI, retail, or corporate clients.
• Strong understanding of SIP, lump-sum investments, asset allocation, risk profiling, and portfolio management concepts.
• Experience in client acquisition and relationship management.
• A strong professional network and business-development mindset.
• Relevant financial-market certifications such as NISM would be an advantage.

Key Performance Areas

• New client acquisition
• Mutual Fund business development
• Investment advisory support
• Client retention and relationship management
• Lead generation and conversion
• Public relations and networking

What We Offer

• Competitive salary based on experience and expertise
• Performance-based incentives
• Opportunity to work in the investment advisory and financial services sector
• Professional growth and career development opportunities
• Exposure to high-value clients and business networking

Candidates with strong practical experience in Mutual Funds and Investment Advisory Services will be given preference.