Key Responsibilities: ● Proactively manage existing and new leads, ensuring consistent communication and pipeline development. ● Explain investment products in simple and compliant language to prospective clients and drive client acquisition ● Handle basic objections and ensure timely follow-ups with prospective investors. ● Update CRM with accurate lead information, notes, and status ● Collaborate with stakeholders to provide seamless, high-quality client experience beyond the initial engagement. ● Strategically build and maintain existing investor relationships, focusing on long-term success and satisfaction. ● Monitor market trends and investment opportunities to provide clients with timely and relevant insights. ● Ensure compliance with all regulatory and organizational standards in managing client portfolios. ● Support documentation, KYC, and onboarding processes. Key Skills: ● Strong communication and relationship-building skills ● Good understanding of financial markets and investment products ● Ability to explain financial concepts and products in clear, simple language ● Good analytical ability and attention to detail ● Commitment to Customer Success: Actively understanding and addressing client needs while building long-term relationships through trust and ongoing support. ● Ability to Work in a Fast-Paced Environment: Efficiently managing multiple tasks, prioritizing effectively, and staying composed under pressure to meet deadlines. Qualification: ● MBA or an equivalent degree in Finance, Business, Economics from a top institute ● 3+ years of work experience in a fast-paced environment in direct sales / private wealth management ● Preferred Industry – Financial services / private banking, premium residential real estate, wealth management ● Solid foundation in investment and financial planning concepts. ● NISM XA/XB Certification would be an added advantage ● Proven expertise in building relationships and driving growth.