Elite Search Partner - Tech & Leadership at Hireginie Talent Cloud Pvt Ltd
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Investment Advisor - Sales - Professional Investor Segment (1-3 yrs)
Education: B.Fin/ M.Fin/ CA/ CFA or MBA (CFA/CA/CFP would be added qualification)
Must Have/Preferred Skills/Experience :
- Have a good understanding of fundamental research reports written by the institutional research team.
- Reasonable knowledge of Indian Equities/Capital Markets.
- Ability to market these reports to Institutional clients.
Responsibilities :
- Acquire and advise small and mid-sized PMS, AIF, Family Offices, and large HNIs.
- Build and nurture strong client relationships through exceptional communication.
- Provide personalized financial advice tailored to the needs of professional investors.
- Leverage expertise in Indian equities and capital markets to identify and execute business opportunities.
- Collaborate with Research and Sales Trading teams to drive revenue and increase client wallet share.
- Effectively communicate ideas and market research reports to clients.
- Demonstrate a strong understanding of fundamental research reports.
- Contribute to a positive and collaborative team environment.
Skills & Experience :
- Excellent communication and relationship building skills.
- Passion and reasonable knowledge of Indian Equities/Capital Markets.
- Flair for writing to communicate ideas.
- Proven sales and client acquisition experience.
- Strong understanding of financial markets and products.
- Proficiency in using relevant financial software and tools.
