Investment Portfolio Advisor

Key Responsibilities:

• Build and manage a strong client portfolio across Mutual Funds, PMS, AIF, Insurance, and other financial instruments.
• Acquire new investors through prospecting, referrals, and lead generation.
• Conduct 2–3 quality client meetings per day (virtual or physical) to assess needs and recommend suitable products.
• Increase Assets Under Management (AUM), revenue, and wallet share from existing and new clients.
• Maintain strong relationships with clients to ensure long-term engagement and satisfaction.
• Keep updated on product knowledge, market trends, and regulatory changes.
• Achieve monthly/quarterly sales targets and report progress to the sales lead or business head.

Required Skills & Qualifications:

• Experience in direct sales or investment product distribution, preferably in mutual funds or wealth management.
• Strong knowledge of financial products and investment strategies.
• Excellent communication, interpersonal, and relationship management skills.
• Self-driven with the ability to work independently and meet targets.
• AMFI/NISM certification (as applicable) is preferred.