Investment Advisor

we are a one-stop financial services shop, widely known for the quality of our advice, personalized service, and cutting-edge technology. we started our journey in 2008. currently, we are serving more than 50,000 investors with a team of 200 members. our core product offering is mutual fund, fd, and govt. bonds, debentures, etc.

role & responsibilities:

engage with investors through calls and digital platforms to share updates on mutual funds, fixed deposits, bonds, and debentures.

offer personalized investment solutions aligned with clients short-, medium-, and long-term financial goals.

maintain strong client relationships to ensure satisfaction, retention, and loyalty while managing regular communication across multiple channels.

stay informed about market trends, financial products, and investment opportunities to deliver timely and relevant guidance.

drive business growth by tracking leads, following up on prospects, and acquiring new clients through referrals, networking, and community outreach.

qualification : minimum graduate from any stream.

experience: freshers can apply.

remuneration : as per company norms

working days : monday to saturday (first 6months) post 6months alternate saturday off.

contact: email : mobile :

• Experience

  Fresher

• No. of Openings

  10

• Education

  Graduate

• Role

  Investment Advisor

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face interview location

  1st Floor, Nahar Singh Industrial Building, Ram Mandir Road, opp. Movie Star Cinema, Ram Mandir s