Investment Advisor

Job Description

Job Title: Investment Advisor Location: Mohali, Punjab Company: Purminder Kaur & Associates Job Type: Full-time, Permanent Salary: ₹15,000 – ₹20,000 per month (Negotiable based on experience) About the Role: Purminder Kaur & Associates is seeking a knowledgeable and client-oriented Investment Advisor to join our team in Mohali. The ideal candidate will have a solid understanding of investment securities such as mutual funds, fixed deposits, insurance, and other retail financial products . As an Investment Advisor, your primary responsibility will be to help clients make informed financial decisions by analyzing their goals and recommending suitable investment options. Key Responsibilities: Provide expert advice on a wide range of investment securities and financial products Assist clients with portfolio management and investment planning based on risk tolerance and objectives Conduct financial assessments and develop customized investment strategies Stay updated on market trends, economic developments, and new investment opportunities Build and maintain strong client relationships through regular communication and follow-ups Cross-sell complementary financial services to meet clients’ evolving needs Candidate Requirements: Minimum 1 year of experience in a financial advisory, investment, or related role Strong understanding of investment instruments such as mutual funds, FDs, insurance, etc. Good communication, interpersonal, and relationship-building skills Ability to evaluate financial data and present well-informed investment recommendations Bachelor’s degree in Finance, Commerce , or a related field is preferred Proficiency in MS Office and basic financial tools Work Schedule: Day Shift / Morning Shift Work Location: On-site, Mohali, Punjab To Apply / Contact: Speak directly with the employer: hr@capka.co.in Job Types: Full-time, Permanent Pay: ₹15,000.00 - ₹20,000.00 per month Benefits: Health insurance Paid sick time Schedule: Day shift Morning shift Work Location: In person