About Indigrow Capital
Indigrow Capital is a growing wealth and investment solutions firm offering curated traditional, fixed-income and current-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
Ab

📌 Investment Advisor/Wealth Manager (Mumbai)
🏢 Indigrow Capital
📍 Mumbai