Investment Advisor

1 week ago

Sahibzada Ajit Singh Nagar Mohali Punjab, India Purminder Kaur and Associates Full time

**Job Title**: Investment Advisor
**Location**: Mohali, Punjab
**Company**: Purminder Kaur & Associates

**Job Type**: Full-time, Permanent
**Salary**: ₹15,000 - ₹20,000 per month (Negotiable based on experience)

**About the Role**:
As an Investment Advisor, your primary responsibility will be to help clients make informed financial decisions by analyzing their goals and recommending suitable investment options.

**Key Responsibilities**:

- Provide expert advice on a wide range of investment securities and financial products
- Assist clients with portfolio management and investment planning based on risk tolerance and objectives
- Conduct financial assessments and develop customized investment strategies
- Stay updated on market trends, economic developments, and new investment opportunities
- Build and maintain strong client relationships through regular communication and follow-ups
- Cross-sell complementary financial services to meet clients’ evolving needs
- **Minimum 1 year of experience** in a financial advisory, investment, or related role
- Strong understanding of **investment instruments** such as mutual funds, FDs, insurance, etc.
- Good communication, interpersonal, and relationship-building skills
- Ability to evaluate financial data and present well-informed investment recommendations
- Bachelor’s degree in **Finance, Commerce**, or a related field is preferred
- Proficiency in MS Office and basic financial tools

**Work Schedule**:

- **Day Shift / Morning Shift**:

- **Work Location**: On-site, Mohali, Punjab

**Job Types**: Full-time, Permanent

Pay: ₹15,000.00 - ₹20,000.00 per month

**Benefits**:

- Health insurance
- Paid sick time

Schedule:

- Day shift
- Morning shift

Work Location: In person

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