Job Title: Investment Adviser / Investment Consultant

Company: Biju Capital Services LLP
Location: Perumbavoor, Kerala
Experience: Minimum 2 Years
Salary: ₹25,000 – ₹35,000 per month
Vacancies: 2

Job Description:

We are seeking knowledgeable and client-focused Investment Advisers to help customers understand investment opportunities and make informed financial decisions. The candidate will be responsible for understanding clients' financial goals, explaining investment products, supporting portfolio management, and developing long-term client relationships.

Key Responsibilities:

- Understand clients' financial goals, investment preferences, and risk profiles.
- Explain investment products such as Mutual Funds, SIPs, and other available financial products.
- Assist clients in selecting suitable investment solutions based on their financial objectives.
- Conduct client meetings and provide investment product presentations.
- Support customers with SIP registrations, mutual fund transactions, and investment documentation.
- Monitor client portfolios and coordinate periodic portfolio reviews.
- Generate new business opportunities through referrals, networking,



and client follow-ups.
- Maintain strong relationships with existing clients and provide ongoing support.
- Stay updated on market trends, mutual fund products, and investment opportunities.
- Achieve assigned business and client acquisition targets.

Requirements:

- Bachelor's degree in Finance, Commerce, Business Administration, or a related field.
- Minimum 2 years of experience in investment sales, mutual funds, wealth management, or financial services.
- Good understanding of Mutual Funds, SIPs, and investment products.
- Knowledge of financial planning and risk profiling.
- Solid communication, presentation, and relationship management skills.
- Ability to explain financial products clearly to customers.
- Relevant NISM certification or other applicable qualifications preferred.
- Must follow applicable SEBI and AMFI regulatory requirements and operate within the company's permitted advisory/distribution activities.

Pay: ₹20,000.00 - ₹30,000.00 per month

Benefits:

- Cell phone reimbursement

Work Location: In person

📌 Investment Advisor (Perumbavoor)
🏢 GROWTHFATHER
📍 Perumbavoor