: Investment Consultant

Role Overview

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 strong, 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: Solid 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 (Vyttila)
🏢 Captignus Syndicate
📍 Vyttila