Investor Broker Private Wealth (Revenue Sharing)

Company Description

Swanirbhar is revolutionizing higher education by focusing on hands-on learning experiences where students build real ventures under the guidance of experienced entrepreneurs. Our approach removes traditional lectures and rote learning, replacing them with practical tools, mentorship, and real-world outcomes. Students graduate not only with a degree but also with revenue-generating businesses. At Swanirbhar, we aim to empower future leaders with actionable skills and a sustainable foundation for success.

Role Description

The Investor Broker Private Wealth (Revenue Sharing) role is a full-time, on-site position located in the Greater Kolkata Area. Responsibilities include building relationships with high-net-worth individuals (HNWIs) and institutional investors, presenting and promoting investment opportunities, driving revenue growth through strategic partnerships, and managing client portfolios. The role also involves conducting market research, identifying new business opportunities, and collaborating with internal teams to deliver exceptional customer experiences.

Qualifications

• Excellent Sales and Relationship Management skills to build and maintain lasting partnerships with investors and clients
• Proficiency in Financial Planning, Wealth Management, and Investment Strategies
• Strong Negotiation, Business Development, and Communication skills
• Ability to perform Market Research and identify profitable opportunities
• Proactive approach, problem-solving mindset, and goal-oriented attitude
• Prior experience in private wealth management, financial advisory, or a related field
• Bachelor’s degree in Finance, Business, Economics, or a related discipline
• Relevant certifications like CFA or CFP are a plus