Job Summary: The Investment Advisor is responsible for providing expert financial and investment advice to clients, helping them achieve their financial goals. The role involves assessing client needs, recommending suitable investment products, managing portfolios, and ensuring compliance with regulatory requirements. Key Responsibilities: Assess clients financial goals, risk tolerance, and investment preferences Provide personalized investment strategies and recommendations Manage and monitor client investment portfolios Advise clients on stocks, bonds, mutual funds, insurance, and other investment products Conduct market research and stay updated on financial trends Ensure all investment activities comply with legal and regulatory standards Maintain accurate client records and documentation Prepare investment reports and performance reviews Coordinate with internal teams for execution and follow-ups Qualifications & Skills: Bachelor’s degree in Finance, Economics, Business, or related field Proven experience as an Investment Advisor, Financial Advisor, or similar role Strong knowledge of financial markets and investment products Excellent analytical and decision-making skills Strong communication and presentation abilities Client-focused with strong relationship management skills Job Type: Full-time Pay: ₹30,000.00 - ₹35,000.00 per month Work Location: In person
Job Summary: The Investment Advisor is responsible for providing expert financial and investment advice to clients, helping them achieve their financial goals. The role involves assessing client needs, recommending suitable investment products, managing portfolios, and ensuring compliance with regulatory requirements. Key Responsibilities: Assess clients financial goals, risk tolerance, and investment preferences Provide personalized investment strategies and recommendations Manage and monitor client investment portfolios Advise clients on stocks, bonds, mutual funds, insurance, and other investment products Conduct market research and stay updated on financial trends Ensure all investment activities comply with legal and regulatory standards Maintain accurate client records and documentation Prepare investment reports and performance reviews Coordinate with internal teams for execution and follow-ups Qualifications & Skills: Bachelor’s degree in Finance, Economics, Business, or related field Proven experience as an Investment Advisor, Financial Advisor, or similar role Strong knowledge of financial markets and investment products Excellent analytical and decision-making skills Strong communication and presentation abilities Client-focused with strong relationship management skills Job Type: Full-time Pay: ₹30,000.00 - ₹35,000.00 per month Work Location: In person