Job Title: Investment Advisor Location: Meerut, Panipat, Saharanpur, Pathankot, Dehradun (Tier 2 – 3) Experience: 2 – 5 Years Employment Type: Full-time (Remote-Based) Job Summary We are seeking a dynamic and client-focused Investment Advisor with a strong finance background and an entrepreneurial mindset. The role involves financial planning, client handling, client acquisition, and investment advisory services. The candidate must hold or be willing to complete the required NISM certifications and actively contribute to business growth. Key Responsibilities• Provide personalized investment advisory and financial planning solutions to clients • Acquire new clients through networking, referrals, lead generation, and business development activities• Manage inbound and outbound client calls, meetings, and relationship management • Understand client financial goals, risk profile, and investment preferences • Recommend suitable investment products in compliance with regulatory guidelines • Build and maintain long-term client relationships to ensure retention and satisfaction • Conduct portfolio reviews, financial planning, and performance analysis • Maintain accurate client records and documentation as per SEBI and company compliance • Collaborate with internal teams to drive revenue growth and client expansion Eligibility & Qualifications• NISM Certification: NISM Series V-A, X-A, X-B (Certified / pursuing / willing to complete) • Education: Bachelor’s degree in Finance, Commerce, Economics, or a related field • Experience in financial planning, investment advisory, or client-facing roles is preferred. Skills & Competencies • Strong client acquisition and relationship management skills • Proven experience in client handling or business development in financial services • Sound knowledge of financial markets, investment products, and financial planning • Entrepreneurial mindset with the ability to take ownership of targets and outcomes • Excellent communication, negotiation, and presentation skills • High ethical standards and strong compliance orientation What We Offer • Competitive Fixed Salary aligned with industry standards • Performance-Based Variable Pay linked to client acquisition, revenue generation, and portfolio growth • Opportunity to build and manage a long-term client book • Transparent incentive structure with high earning potential • Support for NISM certifications and professional development • Career growth opportunities in a fast-growing investment advisory setup.
Job Title
Investment Advisor