Job Description: Financial Advisor

Company: Shield Capital & Investments

Location: Mohali (SAS Nagar), Punjab

Experience Required: 2 to 4 Years (Prior experience in wealth management, banking, or financial services is highly preferred)

Job Type: Full-Time / On-Site

## Job Overview

We are looking for a dynamic, performance-driven, and client-centric Financial Advisor to join our growing wealth management team in Mohali. In this role, you will act as a trusted advisor to retail and high-net-worth clients, helping them navigate financial markets and manage their investment portfolios.

If you possess an entrepreneurial mindset, excellent advisory skills, and thrive in a fast-paced environment where your earning potential is tied directly to your performance, this is the perfect opportunity for you.

## Key Responsibilities

- Client Relationship Management: Proactively connect with prospective and existing clients to assess their financial goals, risk appetite, and investment needs.
- Portfolio Advisory: Provide holistic wealth advisory services across a multi-product portfolio, including Equity/Stocks, Mutual Funds (SIP & Lump-Sum), Bonds/NCDs, Gold/Silver ETFs, Structured Products, and Global Investment Products.
- Daily Business Hygiene: Maintain consistency in daily outreach by logging high-volume client interactions (calls and in-person meetings) to build a robust sales pipeline.
- Cross-Selling & Portfolio Deepening: Actively cross-sell multiple asset classes to ensure well-rounded,



diversified client portfolios while meeting monthly business targets.
- Market Compliance & Tracking: Complete documentation and ensure all accounts conform to specific qualifying onboarding conditions within required timelines. Stay updated on market trends and regulatory changes.

## Required Skills & Qualifications

- Experience: Minimum 2+ years of successful track record as a Financial Advisor, Relationship Manager, or Wealth Manager.
- Communication Excellence: Outstanding verbal and written communication skills in English, Hindi, and Punjabi to build deep trust and rapport with diverse clients.
- Advisory & Analytical Skills: A solid baseline understanding of Indian equity markets, mutual fund metrics, macroeconomic factors, and standard technical/fundamental indicators.
- Sales & Goal-Oriented Mindset: Proven ability to meet monthly revenue and volume benchmarks while managing multi-product lines.
- Education: Graduate/Postgraduate degree in Finance, Commerce, Business Administration, or a related field. NISM certifications (Series V-A, Series VIII, etc.) are a significant advantage.

## What We Offer

- Competitive fixed monthly salary compensation package.
- Lucrative and transparent monthly incentive slabs to reward high-performing individuals.
- Clear career progression paths into Senior Advisory and Team Management roles.
- Professional and structured operational environment with continuous product and sales training.

Pay: ₹25,000.00 - ₹35,000.00 per month

Work Location: In person

📌 Financial Advisor (India)
🏢 Shield Capital and Investments
📍 India