Investment Advisor

0 years

7 - 10 Lacs

Posted:11 hours ago| Platform: GlassDoor logo

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Work Mode

On-site

Job Type

Full Time

Job Description

We’re hiring a motivated professional to join our wealth management team. Your role will focus on acquiring new clients (HNI and retail), building strong relationships, and offering basic financial guidance.

Key Responsibilities

  • Acquire new clients through networking and outreach
  • Maintain strong client relationships
  • Share basic investment advice and product information
  • Monitor and update client portfolios
  • Stay informed on market trends and financial products

Job Types: Full-time, Permanent

Pay: ₹700,000.00 - ₹1,000,000.00 per year

Benefits:

  • Cell phone reimbursement
  • Health insurance
  • Provident Fund

Ability to commute/relocate:

  • Goregaon East, Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

  • What's your current CTC?
  • What's your Expected CTC?
  • What's your notice period in number of days?

Work Location: In person

Speak with the employer
+91 9958881504

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