Job Title: Investment Advisor / Wealth Manager
Job Location: Delhi/ Gurgaon [Note: The current job location is Sec-11 Dwarka, Delhi. The office will be shifted to Gurugram, Sector 71 within the next 6 months. Candidates who are comfortable with relocation may apply.]
Qualification
Graduate / MBA in Finance or related field preferred.
Experience
3–5 years preferred in wealth management, investment advisory, or handling Retail & HNI investors
JD for Investment Advisor / Wealth Manager
We are looking for a dynamic and result-oriented professional for our startup Investment LLP who can manage investor relationships, onboard new investors, and support investment product development.
Key Responsibilities
- Generate and onboard Retail and HNI investors through market networking and relationship building
- Meet clients/investors and explain investment opportunities professionally
- Manage, monitor, and track investor portfolio performance
- Provide portfolio review and investment-related support to Retail and HNI clients
- Suggest ideas and strategies for new investment products and business growth
- Conduct market research and identify investment trends
- Maintain investor records, follow-ups, and coordination for onboarding/KYC
- Support AUM growth and long-term investor relationship management
Required Skills
- Knowledge of Portfolio Management, Tracking & Monitoring
- Strong communication and investor relationship skills
- Experience in Retail & HNI client handling
- Lead generation and investor acquisition capability
- Understanding of investment products and market trends
- Basic knowledge of KYC and compliance processes
- Self-driven and comfortable working in a startup environment
Preferred Background
Experience in:
- Wealth Management
- Investment Advisory
- Financial Services
- Mutual Funds / PMS / Investment Products
- Relationship Management or Investor Acquisition
- Wealth/Investment-linked insurance advisor
Beniss Global.
Pay: ₹60,000.00 - ₹65,000.00 per month
Benefits:
Work Location: In person
