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Investment Advisor

Investment Advisor

Cafemutual

2 years

0 Lacs

nehru place delhi india

Posted:2 days ago| Platform:

Apply

Skills Required

planning analysis portfolios reports content marketing finance research management portfolio

Work Mode

On-site

Job Type

Full Time

Job Description

Job OpeningInvestment Advisor

Company

Truemind Capital Services (TMCS)

Description

Advising clients on Investment planning, goal-based financial planning and strategies.
Analysis of investment portfolios and suggesting suitable investments
Preparing reports and presentations for investor awareness and client engagement
Educating potential clients regarding the various services offered by the firm in an offline or online meeting
Help in creating content for social media marketing and other educational initiatives.

PositionInvestment Advisor

Qualifications

MBA (Finance; Economics; Business Management)/CFA Charterholders/CA

Experience

Min. 2 Years & Max 6 Years in Credit Research & Analysis/Wealth Management/Portfolio Management/Mutual Funds Research/Financial Planning/Investment Research & AnalysisAdditional InformationInterested candidates please mail across your resume on (connect@truemindcapital.com)No. of Vacancies2RemunerationINR 6 Lakhs to 12 Lakhs depending upon the candidateLocationNehru Place, DelhiWebsitehttps://truemindcapital.com/home/homepage

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Investment Advisor