Investment Consultant

Job Description – Investment Consultant Location: Vyttila, Kochi, Kerala Experience: Minimum 1 year to Maximum 2 years Salary: ₹20,000 – ₹25,000 per month Job Type: Full-time Job Summary We are looking for an experienced and motivated Investment Consultant to assist clients with investment planning and recommend suitable financial products based on their financial goals and risk profiles. Key Responsibilities Understand clients’ financial needs and investment objectives. Explain and recommend investment products such as Mutual Funds, SIPs, Bonds, and other financial instruments. Build and maintain strong relationships with clients. Assist clients with investment documentation and account opening procedures. Follow up with prospective and existing clients regarding investment opportunities. Provide information about investment products and market trends. Achieve assigned sales targets and contribute to business growth. Ensure compliance with company policies and applicable financial regulations. Requirements Minimum 1–2 years of experience in investment consulting, financial services, banking, or mutual funds. Basic knowledge of investment products and financial markets. Good communication and client-handling skills. Strong interpersonal, negotiation, and presentation skills. Basic computer knowledge and documentation skills. A degree in Commerce, Finance, or Business Administration is preferred. Salary & Benefits Monthly Salary: ₹20,000 – ₹25,000 Work Location: Vyttila, Kochi Experience Required: 1–2 years Interested candidates can apply with their updated resume.