Job Description

:

We are seeking a proactive and client-focused

Investment Advisor

to join our CA firm's investment services division. This role involves advising clients on

mutual funds

,

SIPs

, and a broad range of

financial investment products

, while ensuring clear communication and smooth onboarding. The ideal candidate will bring hands-on experience from the

banking or financial services sector

, with a solid understanding of investment advisory and client relationship management.

Key Responsibilities:

Educate and advise clients on investment options, especially mutual funds (equity, debt, hybrid), SIPs, and tax-saving schemes (ELSS, PPF). Recommend suitable investment strategies based on clients' financial goals and risk profiles. Handle client onboarding, including KYC compliance and transaction processing via platforms like BSE Star MF, NSE NMF, or CAMS. Offer advice on other financial instruments such as: Fixed income options (bonds, debentures) Insurance-linked investments (ULIPs, term plans) Capital market instruments (as per regulatory compliance) Leverage prior banking experience to enhance client servicing and cross-sell investment products. Maintain up-to-date knowledge of financial markets, SEBI/AMFI guidelines, and product developments. Ensure compliance and proper documentation of all investment transactions. Build long-term client relationships through ongoing portfolio monitoring and timely follow-ups.

Qualifications & Skills:

Graduate in Commerce, Finance, Business, or related fields (MBA Finance ) or CFA preferred).

Mandatory: Minimum 1 year of experience in the banking or financial services sector

, preferably in investment advisory, relationship management, or wealth management. Strong understanding of mutual funds, personal finance, and retail investment products. Excellent communication skills in English and local language (both verbal and written). Comfortable using financial platforms for transactions and reporting. Strong interpersonal and client-handling skills.

Why Join Us:

Be part of a reputed CA firm. Learn and grow under experienced finance professionals. Gain exposure to diverse investment products and client segments. Competitive pay with growth opportunities.
Job Types: Full-time, Permanent

Pay: ?15,000.00 - ?20,000.00 per year

Schedule:

Day shift Morning shift
Work Location: In person