Investment Advisor

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