? Hiring: Investment Expert / Wealth Advisor

We’re looking for an experienced Investment Expert / Wealth Advisor to join our team.
This role is ideal for someone who enjoys consultative conversations, building client trust, and converting qualified prospects into long-term relationships.

What you’ll be responsible for:
• Conducting discovery calls with qualified leads
• Understanding clients’ financial goals, concerns, and expectations
• Handling objections and following up consistently
• Managing the journey from initial conversation to onboarding
• Explaining investment and advisory concepts clearly
• Maintaining a healthy sales pipeline and accurate records
• Building solid, long-term client relationships

What we’re looking for:
✅ 2–5 years of experience in wealth management, financial advisory, fintech, bancassurance,



or financial services
✅ Strong consultative sales and client-conversion skills
✅ Good understanding of SIPs, asset allocation, and investment objectives
✅ Excellent communication and listening skills
✅ Strong ownership, follow-through, and relationship-building abilities
✅ Fluency in English is mandatory

? Location: Mohali
? Full-time opportunity

If you’re passionate about financial advisory and enjoy helping clients make informed investment decisions, we’d love to connect.

? DM me to apply or share your resume at [email protected]
Hiring #WealthManagement #InvestmentJobs #FinancialAdvisory #FintechJobs #SalesJobs #MohaliJobs #HiringNow

📌 Investment Expert/ Wealth Advisor (India)
🏢 AppZime Technologies
📍 India