We are seeking a results-driven Investment Consultant to guide clients in wealth creation and portfolio management. You will manage diverse investment portfolios—including stocks, mutual funds, and unlisted shares—while driving business growth through strategic cross-selling and exceptional client advisory.
*Key Responsibilities*
*Portfolio Advisory* : Build and manage client portfolios across stocks, mutual funds, Portfolio Management Services (PMS), and unlisted shares.
*Financial Planning:* Analyze risk profiles to design customized wealth creation and long-term financial strategies.
*Cross-Selling* : Proactively identify client needs to cross-sell a comprehensive suite of financial products.
*Client Retention:* Maintain solid, trust-based relationships with retail and HNI clients through regular portfolio reviews.
*Market Research:* Monitor capital market trends and insights to provide timely, data-driven investment advice.
*Technical & Soft Skills*
*Market Expertise:* Deep interest in capital markets, stock trading dynamics, and alternative investments like unlisted equity.
*Client Handling:* Strong interpersonal skills with the ability to simplify complex financial concepts for clients.
*Sales Acumen:* Proven capability to cross-sell financial products and meet relationship targets.
*Qualifications: Degree in Finance/Business or equivalent. Relevant industry certifications (e.g., NISM) are a major plus.
Pay: ₹20,000.00 - ₹30,000.00 per month
Work Location: In person
📌 Investment Consultant (India)
🏢 Captignus Syndicate
📍 India
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