Description
We are looking for an Investment Advisor who will be responsible for providing expert investment guidance to clients, helping them achieve their financial goals through personalized investment strategies. The ideal candidate will possess strong analytical skills and a deep understanding of various investment products, along with the necessary certifications.
Responsibilities
- Provide personalized investment advice to clients based on their financial goals and risk tolerance.
- Conduct market research and analysis to identify potential investment opportunities.
- Monitor and review clients' investment portfolios regularly to ensure alignment with their objectives.
- Educate clients about investment products, market trends, and financial strategies.
- Develop and maintain strong client relationships to ensure high levels of client satisfaction and retention.
- Prepare and present investment proposals and reports to clients.
- Stay updated on financial regulations, market conditions, and economic trends.
Skills and Qualifications
- NISM VA/VB/XA/XB/VIII Certification is mandatory.
- Strong understanding of investment products such as stocks, bonds, mutual funds, and ETFs.
- Excellent communication and interpersonal skills to effectively interact with clients.
- Analytical mindset with strong quantitative skills to assess investment opportunities.
- Ability to work independently and as part of a team in a fast-paced environment.
- Proficiency in financial analysis tools and software.
- Strong problem-solving skills with a client-focused approach.
Job Types: Full-time, Permanent, Fresher
Pay: ₹375,000.00 - ₹575,000.00 per year
Benefits:
- Health insurance
- Provident Fund
Schedule:
- Day shift
- Monday to Friday
- Morning shift
- Rotational shift
- Weekend availability
Supplemental Pay:
- Commission pay
- Performance bonus
- Quarterly bonus
- Shift allowance
- Yearly bonus
Work Location: In person
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