Investment Advisor – Financial Products

3 years

0 Lacs

Posted:5 days ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description

We’re Hiring | Wealth Management / Mutual Fund Division

Location:

Experience:

Qualification:

Openings:

💼

About Us

mNivesh

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Job Summary

enthusiastic and motivated professionals

If you’re passionate about guiding clients toward smart investment choices, we’d love to meet you!

🔑

Key Responsibilities

✅ Understand clients’ financial goals and recommend suitable mutual fund investment options.

✅ Build and maintain strong, long-term client relationships.

✅ Conduct portfolio reviews and share market insights.

✅ Assist clients with transactions, SIPs, and redemptions.

✅ Collaborate with internal teams to achieve business targets.

✅ Stay updated on mutual fund products, SEBI guidelines, and compliance norms.

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Desired Candidate Profile

NISM XA & XB certification

📈 Good understanding of mutual funds and financial markets

💬 Strong communication and interpersonal skills

💡 Self-motivated and target-oriented

🆕 Freshers and candidates with up to 3 years of experience are welcome

🎁

Perks & Benefits

✨ Attractive incentives & growth opportunities

📚 Learning & development support

🤝 Dynamic and collaborative work culture


Interested candidates

Contact:


#WeAreHiring #MutualFunds #WealthManagement #FinanceJobs #InvestmentAdvisory #mNivesh #HiringNow #CareerOpportunity

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