Job Summary:
We are looking for a knowledgeable and customer-focused Investment Advisor to help clients understand investment opportunities and choose suitable financial products based on their financial goals, risk profile, and investment requirements.

Key Responsibilities
Understand clients’ financial goals and investment objectives.
Explain investment products such as mutual funds, stocks, bonds, insurance, and other financial products.
Assess clients’ risk tolerance and investment preferences.
Provide suitable investment recommendations based on client requirements.
Generate leads and acquire new clients through calls, meetings, and referrals.
Maintain strong relationships with existing clients.




Follow up with clients regarding investments and portfolio requirements.
Explain market trends and investment risks in a transparent and professional manner.
Maintain accurate client and investment records.
Achieve monthly and annual business/sales targets.
Follow all applicable company policies and regulatory requirements.

Required Skills
Positive communication and interpersonal skills.
Sales and relationship-management skills.
Ability to explain financial concepts simply.
Valuable analytical and problem-solving skills.

Work Location: In person

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