Equity Wealth Advisor (Sales & Advisory)

Job highlights

• Graduate or Postgraduate with 2+ years in Wealth Management, Investment Advisory or HNI Client Acquisition, NISM VIII preferred
• Acquire and manage clients, provide equity investment solutions, cross-sell financial products, drive AUM and revenue growth, ensure compliance
• Attractive incentives, bonuses and recognition for strong performance

Location: Delhi
Experience: 2-3 Years
Employment Type: Full-Time
Work Location: In Person

About the Role

Join a 33-year-old research-driven wealth & investment management firm and build a rewarding career in capital markets.

As an Equity Wealth Advisor, acquire clients, provide equity investment solutions, build long-term relationships, and drive AUM and revenue growth.

This role offers the opportunity to build your business, take ownership, and grow into larger leadership responsibilities.

Key Responsibilities

• Acquire new clients for equity advisory and investment services.
• Understand clients' financial goals and provide tailored equity investment recommendations.
• Build and manage long-term client relationships.
• Drive revenue through equity advisory and wealth management solutions.
• Cross-sell Mutual Funds, PMS, AIFs, Insurance and other investment products.
• Achieve targets for client acquisition, AUM growth, revenue and client retention.
• Ensure compliance with regulatory and internal policies.

Requirements

• Graduate or Postgraduate with 2+ years of relevant experience.
• Experience in Wealth Management, Investment Advisory, Broking, Capital Markets or HNI Client Acquisition.
• NISM VIII certification preferred.

Why Join Us?

• AI & Technology-Driven Approach Leverage AI and technology to enhance research, investment strategies and client solutions.
• Diverse Financial Solutions Work across Equity, Mutual Funds, PMS, AIFs, Private Equity, Insurance, Algorithmic Strategies and other investment solutions.
• Performance Rewards Attractive incentives, bonuses and recognition for strong performance.
• Business Ownership Build and manage your own client base with the opportunity to develop your business within the organization.
• Product & Lead Support Access a wide range of financial solutions and qualified leads based on consistent performance.
• Structured Performance Framework Clear expectations and defined performance goals to help you track your progress.
• Prime Corporate Location Work from a well-connected corporate location in Delhi within a professional work environment.

Reasearch and Analyst profiles do not apply.

Kindly fill this form for the further process.

https://forms.gle/77GhiEzS4CzfWq8G9