Investment Solutions Advisor

Job Summary :

The incumbent of this role will be responsible for managing relationships with High Net Worth (HNI), Ultra High Net Worth (UHNI), and Retail customers, offering tailored financial solutions, and driving investments into our insurance products. This role demands strong financial acumen, excellent interpersonal skills, and a deep understanding of wealth management products.

Key Functional Responsibilities :

Client Acquisition & Relationship Management

• Identify, acquire, and manage relationships across Retail, HNI, and UHNI client segments.
• Conduct in-depth financial profiling to understand client needs and goals.
• Maintain high levels of client satisfaction through proactive engagement and service excellence.
• Handle clients sourced from foreign banks and other wealth management distribution partners.

Retirement & Insurance Planning

Product Knowledge & Upselling

Sales & Revenue Generation

Compliance & Risk Management

Coordination with Partner Offices

Reporting & Analytics

Qualification required :

Master’s degree in finance, Business Administration, Economics, or related field.

Years of experience :

Minimum 2 years of experience in wealth management, financial advisory, or private banking.

Technical skills required :

Location / Office

Mumbai, Delhi, Hyderabad, Thrissur, Chennai, Kolkata