Financial Consultant/Advisor – Investment Planning & Wealth Management

Job Purpose

We are looking for a customer-oriented and knowledgeable Financial Consultant who can meet prospective and existing clients, understand their financial goals, and guide them towards suitable investment opportunities and wealth-creation strategies. The ideal candidate should be capable of building long-term client relationships through personalised financial guidance and professional advisory services.

Key Responsibilities

- Client Engagement & Relationship Management
- Meet customers through scheduled appointments, personal visits and business networking.
- Understand clients' financial backgrounds, income, investment preferences and future financial goals.
- Build and maintain long-term relationships with clients.
- Financial Planning & Investment Advisory
- Assess clients' financial requirements and recommend suitable investment strategies.
- Advise customers on investment options such as Mutual Funds, Equity, Bonds, Fixed Income, Insurance and other relevant financial products.
- Develop investment plans aligned with clients' risk appetite, financial objectives and investment horizon.
- Guide clients on retirement planning, children's education, savings and wealth preservation.
- Wealth Creation & Portfolio Management
- Help clients develop structured long-term wealth-creation plans.
- Monitor investment portfolios and provide periodic reviews.
- Identify opportunities to improve investment performance and portfolio diversification.
- Keep clients informed about relevant market developments and investment opportunities.
- Business Development
- Identify and develop new customer relationships through referrals, networking and market outreach.




- Achieve assigned business development and investment mobilisation targets.
- Generate leads and convert prospective customers into long-term clients.
- Customer Support & Compliance
- Provide regular updates and investment performance reviews to clients.
- Maintain accurate customer records and investment documentation.
- Ensure all recommendations and transactions comply with applicable financial regulations and company policies.

Desired Skills & Competencies
- Excellent communication, presentation and interpersonal skills.
- Strong customer relationship and networking abilities.
- Good understanding of financial markets and investment products.
- Ability to understand customer needs and explain complex financial concepts in simple language.
- Strong negotiation, persuasion and business development skills.
- Self-motivated, target-oriented and committed to building long-term client relationships.

Educational Qualifications & Experience
- Bachelor's degree in Finance, Commerce, Business Administration or a related discipline.
- 0–5 years of experience in financial services, investment advisory, banking, wealth management or financial product sales preferred.
- Relevant certifications such as NISM/AMFI or applicable regulatory qualifications will be an advantage.
- Freshers with strong communication and customer engagement skills may also be considered.

Key Performance Indicators (KPIs)
- Number of current clients acquired.
- Investment mobilisation and business development targets.
- Client retention and relationship growth.
- Growth in Assets Under Management (AUM), where applicable.
- Customer satisfaction and quality of financial advisory services.

Pay: ₹15,000.00 - ₹40,000.00 per month

Work Location: In person

📌 Financial Advisor (Pala)
🏢 SearchLAB
📍 Pala