Business Head Investment Advisory

As a Business Head - Investment Advisory, you will focus on four key pillars that drive daily activities, playing a critical role in the company's success. The ideal candidate will hold a Masters degree in Business Administration (Finance or related fields) with at least 3 years of relevant experience. Certification such as CFP or NISM Investment Advisory-A & B is preferred.

Requirements

• Develop and implement lead generation strategies.
• Identify potential clients and market segments.
• Build trust and credibility through effective communication and follow-up.
• Cultivate and maintain strong client relationships.
• Conduct regular meetings to understand clients' financial needs, goals, and preferences.
• Address client inquiries and concerns promptly.
• Track the performance of invested funds and attend fund manager calls.
• Manage a team of financial professionals, providing guidance and support.
• Hold regular team meetings to share updates and address challenges.

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan
• Visa Sponsorship
• Four Day Work Week
• Generous Parental Leave
• Tuition Reimbursement
• Relocation Assistance