Business Head Investment Advisory

Client Overview:

Our client is a leading financial services firm specializing in providing investment advisory and wealth management solutions. They focus on delivering customized financial strategies to meet the unique needs and goals of their clients. With an emphasis on transparency, professionalism, and long-term success, the company offers services in portfolio management, retirement planning, and tax-efficient investment strategies. They are known for building strong client relationships and providing expert guidance to grow wealth in a dynamic market.

Role: 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.

Responsibilities:

• 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.

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