Workday

Investment Advisor

Workday

full-time

Posted on:

Location Type: Office

Location: Mumbai • India

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About the role

  • Develop and manage the success of specific financial products and services.
  • Provide in-depth expertise on a particular product line.
  • Bridge the gap between product development, marketing, sales, and customer service.
  • Provision of SME expertise on specific products and services to customers and colleagues.
  • Understand market trends, new features, regulatory requirements and potential risks.
  • Analyze data from sales figures and customer feedback to support product development.
  • Respond to customer inquiries and attend client meetings.
  • Present the product advantages and features to potential customers.
  • Assist with the development and execution of marketing materials for the product.
  • Participate in events and conferences to showcase the product.

Requirements

  • Long investment counselling, investment advisory and/or investment management experience centred in India.
  • Thorough knowledge of Indian and global markets and investment products and services.
  • Thorough Knowledge of Private Banking & Wealth Management regulatory and industry landscape in India.
  • Thorough Knowledge of business opportunities in the region in Investments.
  • All necessary regulatory certifications, such as NISM X-A, XXI-A, V-A would be required.
  • Senior role in strong PB&WM and/or Asset Management franchises in India.
  • Demonstrated ability to build and grow investments business, especially assets under advice/management in PB&WM industry in India.
  • Great collaboration skills.
  • Key Clients relationship management qualities.
  • Platform building and change management skills.
Benefits
  • Health insurance
  • 401(k) matching
  • Flexible work hours
  • Paid time off
  • Professional development opportunities

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
investment counsellinginvestment advisoryinvestment managementdata analysisproduct developmentmarketing executioncustomer service
Soft skills
collaborationrelationship managementcommunicationpresentationclient engagement
Certifications
NISM X-ANISM XXI-ANISM V-A