Advisor

As an Advisor at our company, you will play a crucial role in managing investors and their portfolios. Your responsibilities will include understanding the needs of clients, profiling their risk appetite, constructing investment plans, executing them efficiently, and monitoring and reviewing portfolios and financial plans. Additionally, growing the book is a requisite part of your role, making you a Rainmaker in the organization. Key Responsibilities: - Understand the needs and risk appetite of investors - Profile clients and construct suitable investment plans - Efficiently execute investment plans - Monitor and review portfolios and financial plans - Grow the book by acquiring new clients Qualifications Required: - Minimum qualification of a Masters degree in Finance - Minimum experience of 2 years in a related area - NISM Level X and XA / CFP / CFA / CWM certifications are mandatory - Active reader with a wide horizon Join us and be a part of a team that values relationships, transparency, diligence, and patience. Benefit from our multi-generational experience in the markets while enjoying the informal vibe of a start-up. Receive mentorship on financial planning, markets, and personal finance from our seasoned team. Acquire both hard and soft skills essential for a successful career in wealth management or entrepreneurship, with competitive remuneration.,