Financial Advisor

3 hours ago

New Palasia Indore Madhya Pradesh, India Yumkar Food International Pvt. Ltd. Full time

**Job Title**: Financial Advisor

**Location**: Indore, Madhya Pradesh

**Experience Required**: Minimum 1 year in financial advisory, investment planning, or sales in financial services.

**About InvestEmart**:
InvestEmart is a growing advisory firm specializing in investment solutions, financial planning, and wealth management. We help clients make informed investment decisions through expert advisory services and cutting-edge financial tools.

**Job Summary**:
**Key Responsibilities**:

- Engage with prospective and existing clients to understand their financial needs and investment preferences.
- Recommend investment solutions based on client risk appetite, goals, and market conditions.
- Develop and maintain long-term relationships with clients to ensure continuous portfolio growth.
- Keep clients updated on financial market trends, portfolio performance, and new investment opportunities.
- Achieve assigned sales and advisory targets by converting leads into successful investments.
- Educate clients on financial products, risk management strategies, and tax-efficient investment planning.
- Ensure compliance with regulatory guidelines and maintain accurate client records.
- Stay updated with the latest trends in stock markets, mutual funds, insurance, and other financial instruments.

**Required Qualifications & Skills**:

- Bachelor’s degree in **Finance, Commerce, Economics, or a related field**. A certification in financial advisory (NISM, CFP, etc.) is a plus.
- Minimum **1+ years of experience** in financial advisory, sales, or wealth management.
- Strong understanding of investment products like stocks, mutual funds, bonds, insurance, and other financial instruments.
- Excellent **communication, negotiation, and interpersonal skills**.
- Ability to analyze financial data and market trends for informed decision-making.
- Goal-oriented mindset with a passion for achieving sales targets.

**Compensation & Benefits**:

- Competitive **fixed salary + performance-based incentives**.
- Professional growth opportunities in a dynamic and fast-growing financial firm.
- Regular **training and development** programs.
- Provident Fund (PF), Employee State Insurance (ESI), and other benefits as per company policies.

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

Pay: From ₹12,000.00 per month

Schedule:

- Day shift
- Morning shift

Work Location: In person

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