Investment Advisor / Relationship Manager (Wealth) InfluxService
InfluxService
Office Location
Full Time
Experience: 1 - 1 years required
Pay:
Salary Information not included
Type: Full Time
Location: All India
Skills: Investment advisory, Relationship management, Client Acquisition, Equity advisory, Wealth management, Portfolio Management, Channel Partner Acquisition, AIF Product Sales, HNIs Management, UHNIs Management, Institutional Clients Management, Product Presentations, Investment pitches, Financial Products Knowledge, Capital Markets Knowledge
About InfluxService
Job Description
Investment Advisor / Relationship Manager (Wealth) Preferred location : Meerut, Panipat Delhi-NCR (Open to Travel) Experience Required: 13 Years Industry: Financial Services / Wealth Management Job Description Roles and Responsibilities: Responsible for new client acquisition, building strong relationships, and deepening engagement with existing clients. Focus on expanding the investor network for equity advisory and wealth management services. Identify and acquire potential channel partners in the respective geographies. Drive AIF product sales through direct client engagement and collaboration with wealth managers, IFAs, private bankers, and RIAs. Work towards achieving AUM and revenue targets for the allocated AIF offerings. Engage and manage relationships with HNIs, UHNIs, family offices, and institutional clients. Deliver effective product presentations, investment pitches, and personalized portfolio discussions. Desired Candidate Profile MBA in Finance or Marketing from a recognized institution. 23 years of relevant experience in investment advisory, wealth management, or AIF sales. Excellent interpersonal, communication, and presentation skills. Well-versed with SEBI regulations, especially those governing AIFs and wealth products. Highly presentable, self-driven, and customer-focused with a strategic sales mindset. Strong understanding of financial products, portfolio management, and capital markets. Job Types: Full-time, Permanent Schedule: Day shift Monday to Friday Education: Bachelor's (Preferred) Experience: Sales: 1 year (Preferred) Location: Delhi, Delhi (Preferred) Work Location: Remote,