2.0 - 6.0 years

0 Lacs

karnataka

On-site

As an Advisor at our company, you will play a crucial role in managing investors, understanding their needs, profiling their risk appetite, and constructing investment plans. Your responsibilities will include executing investment plans efficiently, monitoring and reviewing portfolios and financial plans, as well as growing the book. In essence, your role as an Advisor is akin to that of a Rainmaker. To excel in this position, you must possess a Masters degree in Finance with a minimum of 2 years of experience in a related area. Additionally, holding certifications such as NISM Level X and XA, CFP, CFA, or CWM is mandatory. Being an active reader with a broad horizon will further contribute to your success in this role. Join us and nurture your knowledge and skill-sets by becoming a member of one of the most experienced and respected advisory teams in India. Our company values relationships with clients, prioritizes transparency and disclosures in recommendations, and upholds diligence and patience in all endeavors. Working with us will expose you to a culture that combines multi-generational market experience with the informal vibe of a start-up. You will benefit from mentorship opportunities to learn about financial planning, markets, and personal finance from our seasoned team. Acquire both hard and soft skills essential to a wealth management career or entrepreneurial journey, all while receiving competitive remuneration.,

Posted 1 day ago

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