Investment Advisor Job

Key responsibilities:

1. Understand and explain the investment products (traditional, alternative investment options, Mutual Funds) to prospective investors
2. Work on calling prospective investors and creating a lead flow for the founder's information
3. Create lead status of every call made and follow up with prospective investors
4. Assist in the creation of sales pitches for financial products and investment options
5. Prepare Investment Report in Excel for existing investors
5. Prepare a marketing plan & work on digital marketing initiatives
6. Assist in operations with respect to onboarding and reporting to the investor

Requirements:

1. Candidates with basic knowledge of finance and good communication skills
2. Basic Proficiency in Microsoft Excel, Word, Powerpoint

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