Investment Advisor

We are seeking a proactive and knowledgeable Investment Advisor to join our growing team. In this role, you will be responsible for advising clients on financial products and investment opportunities aligned with their goals, while ensuring a high level of customer satisfaction and trust.

Key Responsibilities:

• Analyze client financial objectives, needs, and risk appetite to provide tailored investment advice
• Recommend suitable financial products like mutual funds, stocks, insurance, and fixed-income instruments
• Assist clients with portfolio creation and management
• Stay informed about market trends, economic updates, and regulatory changes
• Build strong relationships through regular follow-ups and reviews
• Maintain accurate records of client interactions and investment plans

Requirements:

• Bachelor's degree in Finance, Commerce, Business Administration, or related field
• Strong knowledge of financial instruments and investment strategies
• Excellent communication and interpersonal skills
• Analytical and customer-focused mindset
• Prior experience in financial advisory/sales is a plus
• Sales orientation with a consultative approach
• Ability to simplify complex financial concepts
• Trust-building and ethical decision-making
• Time management and attention to detail

What We Offer:

• Comprehensive product training
• Opportunities for career growth in wealth & investment management
• Competitive salary with uncapped incentive structure
• Supportive and performance-driven work environment

To Apply:
Send your CV to [email protected] or call 8125879033 for more details.

Job Types: Full-time, Permanent

Pay: ₹30,000.00 - ₹35,000.00 per month

Benefits:

• Cell phone reimbursement
• Health insurance
• Provident Fund

Schedule:

• Day shift
• Fixed shift
• Morning shift

Supplemental Pay:

• Commission pay
• Performance bonus
• Yearly bonus

Application Question(s):

• Are you experienced in handling sales of premium or high-value items?

Work Location: In person

Speak with the employer
+91 8125879033