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 & Product Communication – Advise clients on mutual funds, traditional instruments, and alternative investments, ensuring alignment with their risk profile and financial goals.
2. Lead Generation & Relationship Management – Proactively reach out via digital/offline channels, maintain a strong lead pipeline, and nurture client relationships.
3. Portfolio Management – Create, monitor, and review client portfolios with timely investment recommendations.
4. Sales & Marketing Support – Develop sales presentations, assist with marketing plans, and execute digital marketing initiatives.
5. Reporting & Operations – Prepare investment reports in Excel, manage onboarding, documentation, and investor communications.
Number of Openings
1 openingsSkills
MS-Office, Investing, Financial literacy, Sales
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