Associate Investment Advisor

Role Overview

Associate Wealth Manager - Fixed Income, the role is focused on acquiring new clients in Mumbai, closing investment business, and ensuring a smooth onboarding handoff to operations/advisory teams. The ideal candidate has 1+ years in financial sales/wealth/investments with a strong local client network and end-to-end sales capability from prospecting to closure.

Key responsibilities

1. New client acquisition: Identify, reach out to, and convert prospective clients through calls, meetings, referrals, and networking in and around Mumbai.
2. Sales closure: Own the end-to-end sales cycle—understand needs, present solutions, handle objections, negotiate, and close.
3. Onboarding support: Coordinate documentation and onboarding steps with internal teams to ensure a seamless account opening/activation experience.
4. Pipeline management: Maintain a healthy sales pipeline, track progress, and update CRM/...