Indigrow Capital is a growing wealth and investment solutions firm offering curated traditional, fixed-income and new-age alternative investment opportunities. We help clients identify investments suited to their goals, risk appetite and portfolio requirements.
About the Role
We are looking for an Investment Advisor / Wealth Manager to join our team in Mumbai.
This is a client-facing investment advisory and business development role. The candidate will engage with clients who have already expressed interest in investment opportunities through our marketing campaigns, referrals and other channels.
The role involves understanding client requirements, presenting suitable investment opportunities, handling queries and converting genuine investor interest into completed investments and long-term client relationships.
Key Responsibilities
- Connect with interested clients and understand their investment objectives, risk profile and time horizon
- Advise clients on suitable investment opportunities across Mutual Funds, Bonds/NCDs, Fixed Income, PMS, AIFs and curated new-age investments
- Explain product structure, potential returns, risks, tenure and other relevant aspects clearly
- Conduct investment discussions confidently over calls and meetings
- Follow up with interested prospects and drive the investment process to closure
- Build and maintain long-term client relationships
- Identify suitable investment opportunities for existing clients
- Coordinate with internal teams to ensure smooth onboarding and transaction completion
- Maintain accurate client and sales records
What We're Looking For
- 1–3 years of experience in wealth management, investment advisory, financial services or a related field
- Good working knowledge of investment products and financial markets
- Strong communication and presentation skills
- Confident and comfortable speaking with clients over the phone
- Proactive, target-oriented and comfortable with client conversion and business development
- Ability to understand client requirements and present investment opportunities appropriately
- Experience with Mutual Funds, Bonds/NCDs, Fixed Income, PMS, AIFs or other investment products will be an advantage
- Candidates from wealth management, investment distribution, broking or financial product sales backgrounds are preferred
Significant: This is not a cold-calling/telesales role. The role primarily involves engaging with clients who have already shown interest in investment opportunities.