Wealth Advisor

B2C-Inside Sales

Job Summary:

Responsible for providing personalized financial and investment advisory services to clients, understanding their financial goals, recommending suitable investment products, managing client portfolios, and developing long-term wealth management relationships.

Key Responsibilities:

• Understand clients financial goals, risk appetite, investment horizon, and financial needs.
• Provide personalized wealth management and investment advice.
• Recommend suitable investment products such as mutual funds, equities, bonds, insurance, PMS, AIFs, and other financial products.
• Develop and manage a portfolio of high-net-worth and retail clients.
• Monitor client portfolios and provide periodic investment reviews.
• Generate new business through referrals, networking, and client acquisition.
• Build and maintain long-term relationships with clients.
• Ensure proper KYC, documentation, suitability, and regulatory compliance.
• Track market trends and provide relevant investment insights to clients.
• Achieve revenue, AUM, and business development targets.
• Coordinate with product, research, operations, and compliance teams.
• Maintain accurate client records and prepare portfolio/MIS reports.