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Business Head Investment Advisory

Jobskey Consultancy·Hyderabad

Pay not stated3–6 yrsFull-time

Read from the company's own careers page; you apply on their site.

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About the role

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.

What you'll do

  • 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

What you need

  • 3–6 yrs of experience
  • Portfolio management
  • Any graduate

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