Investment Advisor

About the job

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

1. Client advisory and product communication: Advise clients on mutual funds, traditional instruments, and alternative investments, ensuring alignment with their risk profile and financial goals.

1. Lead generation and relationship management: Proactively reach out via digital and offline channels, maintain a strong lead pipeline, and nurture client relationships.

1. Portfolio management: Create, monitor, and review client portfolios with timely investment recommendations.

1. Sales and marketing support: Develop sales presentations, assist with marketing plans, and execute digital marketing initiatives.

1. Reporting and operations: Prepare investment reports in Excel, manage onboarding, documentation, and investor communications.

Skill(s) required

Financial literacy Investing MS-Office Sales

Other requirements

1. Willingness to build a career in sales and advisory of financial products

2.Basic understanding of financial instruments and investment concepts.

1. Strong communication and interpersonal skills.

1. Working knowledge of Microsoft Excel, Word, and PowerPoint.

1. Self-motivated, proactive, and eager to learn.

1. Preferred Qualifications (Not Mandatory):