Investment Advisor (work From Home)

Work From Home 

Investment Advisor / Wealth Advisor

Should have excellent communication skill

Salary will be 5-8 LPA

About Company :- 

We are building a system-led wealth platform where AI handles research, monitoring, and portfolio analysis, and human advisors step in for judgment and behaviour at the right moments. The goal is consistent, long-term decision making, not short-term returns. Our distribution is trust-led. Company is built on top of the Bekifaayati community with 5M+ followers, where users already engage with personal finance content and come in with intent, not persuasion.

This is not a typical fintech app. We are building infrastructure for multi-decade financial relationships across investments, insurance, tax, and planning. We are early. Which means real ownership, real ambiguity, and the opportunity to shape core systems from scratch. We move fast, ship constantly, and expect the same from our team 

What you will actually work on

Take inbound discovery calls with qualified leads, understand their financial situation, concerns, and goals, and walk them through how Company works Own the pipeline from first call to signed onboarding: follow up, handle objections, coordinate with ops for a smooth close Conduct need assessment conversations to gather the information our investment desk needs to build an accurate first plan Present Company's advisory proposition clearly: what we do, how we do it, why it is different, and what a client can expect in year one and year five Re-engage leads who dropped off, identify why, address the gap, and bring them back into the funnel Track your pipeline rigorously: call outcomes, conversion rates, drop-off reasons, and time to close Feed signal back into the team on what objections keep coming up, what questions the content is not answering, and where the funnel leak

What we are looking for

2-6 years in a client-facing financial services role:

wealth management, bancassurance, financial advisory, or fintech sales Proven track record of converting prospects in a consultative, not transactional, sales environment Strong listener; you ask better questions than you give answers, and you can diagnose what a client actually needs versus what they say they want

Good to have

NISM Series V-A (Mutual Fund Distributor) certification Experience working with mass affluent or HNI clients (15-L5Cr investable assets) Familiarity with a CRM; you have managed a pipeline before, not just a call list Prior experience at a wealth management start-up or advisory firm where the product was advice, not a product

Interested can apply :-