Investment Advisor

Job Description

Company Description Plutus Fintech Pvt. Ltd. is a leading Financial Advisor and Mutual Fund distributor with over 50 years of combined experience. We specialize in a variety of financial services, including Mutual Fund Investments (SIPs), Wealth Management, Portfolio Management Services, and various types of insurance. Our expert team helps clients make smart financial decisions tailored to their personal needs, focusing on investments, timing, and amounts. At Plutus Fintech, we believe in taking a holistic approach to personal finance, ensuring your financial dreams are in good hands. Role Description This is a full-time on-site role for an Investment Advisor located in Indore. The Investment Advisor will be responsible for providing clients with financial planning services, developing investment strategies, evaluating financial situations, and making recommendations for investments. Day-to-day tasks will include advising clients on their investment portfolios, conducting financial research, managing client relationships, and staying up-to-date with financial market trends. Qualifications Financial Planning, Investments, and Investment Strategies skills Proficiency in Finance and Customer Service skills Strong analytical and research skills Excellent written and verbal communication abilities Ability to build and maintain strong relationships with clients Bachelor's degree in Finance, Economics, or a related field Professional certification such as CFP (Certified Financial Planner) is a plus Experience in the fintech industry is an advantage Show more Show less