Investment Advisor in Mumbai

2 weeks ago

Mumbai Metropolitan Region, India Indigrow Capital Full time US$ 60,000 - US$ 1,20,000 per year

About Indigrow Capital
Indigrow Capital is a dynamic financial distribution firm focused on helping investors grow their wealth through well-curated traditional and alternative investment opportunities. We are on a mission to bridge the gap between retail investors and innovative investment solutions.

Key Responsibilities

  • Client Advisory & Product Communication – Advise clients on mutual funds, traditional instruments, and alternative investments, ensuring alignment with their risk profile and financial goals.
  • Lead Generation & Relationship Management – Proactively reach out via digital/offline channels, maintain a strong lead pipeline, and nurture client relationships.
  • Portfolio Management – Create, monitor, and review client portfolios with timely investment recommendations.
  • Sales & Marketing Support – Develop sales presentations, assist with marketing plans, and execute digital marketing initiatives.
  • Reporting & Operations – Prepare investment reports in Excel, manage onboarding, documentation, and investor communications.

About Company: Indigrow Capital was founded in 2019, combining over 9 years of corporate experience primarily in the banking and financial services sector. Indigrow Capital serves as a comprehensive solution for all your financial needs, functioning as an advisory firm committed to offering clients objective and thoughtful investment and financial guidance. We prioritize investing our clients' money as we would our own.

We aim to secure and enhance your financial well-being both now and in the future. This commitment ensures you receive top-tier service and sound investment advice to foster the growth of your wealth.

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