Investment Advisor

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