Executive

PRIMARY ROLE AND RESPONSIBILITIES
● Portfolio Management: Designing, implementing, and monitoring investment strategies to achieve clients' financial goals and objectives, and ensuring that their investment portfolios are well diversified and aligned with their risk tolerance.● Investment Analysis: Conducting in-depth analysis of various investment options, including bonds, mutual funds, insurance, PMS, and alternative investments, to identify investment opportunities that align with clients' objectives.● Risk Management: Analyzing and managing the risks associated with various investment options, and ensuring that clients' portfolios are structured to manage risks effectively.● Client Relationship Management: Building and maintaining relationships with clients, providing regular updates on the performance of their portfolios, and addressing their concerns and questions in a timely and professional manner.● Compliance: Ensuring that all investment activities comply with regulatory requirements and internal policies and procedures.● Reporting: Preparing regular investment reports for clients and management, providing analysis of portfolio performance and recommending changes where necessary.● Client Engagement: Daily involvement in engaging with clients, identifying clients requirements related to investment, statements, portfolio reviews & providing them satisfactory solutions.● Transaction Execution: -On the basis of identifying client needs, helping clients to execute the transaction whether it is Online or Offline. Providing After-sales services as well to clients. REQUIRED SKILLS
● A successful candidate should possess strong analytical skills, excellent communication and interpersonal skills, and a deep understanding of the financial markets and investment strategies. One should also be highly organized and detail-oriented, with the ability to work well under pressure and manage multiple priorities effectively.● Prior experience with an investment advisory firm, private wealth, NBFC, or a bank will be preferred.● Knowledge about mutual funds will be an added advantage.

ACADEMIC QUALIFICATIONS
● Any Graduate/ Post Graduate with the certification of NISM V-A OR NISM Series VIII will be preferred.REMUNERATION, LOCATION, AND BENEFITS ● Location: Noida ● Compensation: Commensurate to the skills and experience of the candidate. ESOPs will be granted after one year of service. ● We promise a professional working environment with ample fun factor!ABOUT NIVESH https://drive.google.com/file/d/1xcVRAeJ0v_MBdULt4ZxTt6Ghdj622BBJ/view?usp=sharing ● Website - https://www.nivesh.com/ ● Facebook - https://www.facebook.com/niveshapp/ ● Instagram - https://www.instagram.com/nivesh.com_official/ ● Linkedin - https://www.linkedin.com/company/nivesh/

Job Types: Full-time, Permanent, Fresher

Pay: ₹10,000.00 - ₹15,000.00 per month

Benefits:

• Flexible schedule
• Leave encashment
• Provident Fund

Work Location: In person

Expected Start Date: 18/08/2025