Senior Investment Advisor - Sales (3-6 Yrs) Mumbai (BFSI Sales)

JOB OVERVIEW:We are looking for an experienced wealth professional who has built strong client relationships and is now ready to take the next step - taking ownership of their client relationships and driving growth with an entrepreneurial mindset. Someone who genuinely understands client needs, believes in recommending the right products, and wants to create lasting value.KEY RESPONSIBILITIES:- Act as a trusted advisor to clients across all financial product categories including investments, insurance, loans, and wealth solutions.
-Build and maintain long-term client relationships through transparent, need-based advice, regular engagement, and periodic portfolio reviews.
-Understand client goals and risk profiles, and recommend solutions that align with their financial objectives - ensuring 100% suitability and compliance in all advice.
-Leverage your existing network to generate new business opportunities and expand client coverage - Coordinate with the operations and compliance teams to ensure smooth onboarding, documentation, and servicing with zero operational errors.
-Stay updated on market trends and new products to provide timely insights and proactive advice to clients.IDEAL CANDIDATE PROFILE: - Currently working in the financial industry (banking, wealth management, or advisory role).
-Has a strong client base built on trust and consistent engagement.
-Passionate about creating long-term financial impact for clients.
-Entrepreneurial mindset - confident in handling clients, while relying on our operational backing - Excellent communication, client handling, and interpersonal skills. (ref:updazz.com)

Payroll Type : Permanent