Investment Advisor

Company Description

We are India's first coveted wealthtech multi issuer platform. A Solution to all your business needs that will transform your effort and determination into a roaring success in areas of wealth creation, client happiness and business growth.

Role Description

financial goals

risk profiling

Advise and recommend

market trends

execute investment strategies

strong client relationships

review client portfolios

KPIs related to client satisfaction, portfolio growth, and retention

 Ensure all advisory activities comply with regulatory and internal compliance frameworks.

Qualifications

  Graduate / Postgraduate in Finance, Economics, Commerce, or related fields.

  Preferred certifications: NISM (Mutual Fund / Investment Advisory), CFP, CFA Level 1 (or equivalent).

 2–5 years of experience in wealth management, broking, or investment advisory.

  Proven track record of managing client relationships and portfolios.