Investment Advisor

About Indigrow Capital: Indigrow Capital is a dynamic financial distribution firm dedicated to assisting investors in expanding their wealth through carefully selected traditional and alternative investment opportunities. Our mission is to narrow the distance between retail investors and innovative investment solutions. Key Responsibilities: Client Advisory & Product Communication You will be responsible for understanding and articulating a diverse range of investment products, including mutual funds, traditional instruments, and alternative investment options. Guide clients in making investment decisions that align with their risk tolerance and financial objectives. Lead Generation & Relationship Building Proactively engage with potential investors through various digital and offline channels. Develop and maintain a robust lead pipeline for the founding team. Keep accurate records of all client interactions and follow-up activities. Portfolio Monitoring & Recommendations Assist in the development and management of client investment portfolios. Offer timely recommendations and conduct portfolio reviews to ensure clients are in sync with market changes and goals. Sales Support & Marketing Work collaboratively on creating compelling sales presentations and product pitches. Contribute to formulating marketing strategies and implementing digital marketing campaigns to enhance awareness and generate leads. Reporting & Operations Produce regular investment reports in Excel for existing clients. Assist in the onboarding processes, documentation, and investor communications. Requirements: Possess a basic comprehension of financial instruments and investment principles. Strong communication and interpersonal abilities are essential. Proficient in Microsoft Excel, Word, and PowerPoint. Self-driven, proactive, and eager to enhance your knowledge. Preferred Qualifications (Not Mandatory): A Bachelor's degree in finance, commerce, or a related field is preferred. Prior internship or work experience in investment advisory, wealth management, or financial services is a plus. If you are enthusiastic about guiding individuals in making informed investment decisions and wish to contribute to a growing, client-centric organization, we are excited to receive your application! To apply, kindly send your resume to jinesh@indigrowcapital.com or reach out to us at 9702461431.,