Finance & Investment Advisor

Job Title: Finance & Investment Advisor

Contact -9963479041

Location: Hyderabad
Salary: ₹10,000 – ₹15,000 per month
Experience: Fresher or 1–2 years
Joining: Immediate

Job Summary:

We are looking for a motivated and analytical Finance & Investment Advisor to join our team. The ideal candidate will assist clients with investment planning, portfolio diversification, and wealth management while staying updated on market trends and financial instruments.

Key Responsibilities:

• Assist clients in investment planning and portfolio diversification.
• Support asset allocation and wealth management strategies.
• Provide IOP and Pre-IPO share advisory services.
• Offer funding and venture capital advisory support.
• Advise on mutual funds and develop SIP, STP & SWP strategies.
• Conduct market trend analysis to identify investment opportunities.
• Engage with High Net Worth Individuals (HNI) for customized financial advice.
• Prepare financial reports and investment presentations for clients.

Requirements:

• Bachelor’s degree in Finance, Commerce, Economics, or related field.
• Strong analytical and communication skills.
• Basic knowledge of investment products, mutual funds, and financial markets.
• Proficiency in MS Office (Excel, Word, PowerPoint).
• Enthusiastic, proactive, and eager to learn.

Benefits:

• Exposure to diverse financial instruments and advisory practices.
• Opportunity to work closely with experienced professionals and HNI clients.
• Performance-based incentives.

Share your CV to the mail id -admin@techvedhas.com
Ph-9963479041

Job Type: Permanent

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

Benefits:

• Health insurance
• Provident Fund

Work Location: In person