Investment Advisor

Job Description

Company Description Money Beans Services Private Limited is a platform dedicated to helping people make smarter investment decisions. We simplify the process of taking your own investment decisions, aiming to increase financial inclusion in the country. Our goal is to provide personalized investment ideas and empower individuals to make informed financial decisions. Role Description This is a full-time Investment Advisor role located in Kolkata. The Investment Advisor will be responsible for providing financial planning expertise, developing investment strategies, and offering finance-related guidance to clients. Additionally, they will ensure customer service satisfaction and support clients in reaching their financial goals. Qualifications Financial Planning and Investment Strategies skills Experience in Investments and Finance Strong customer service abilities Excellent communication and interpersonal skills Ability to analyze market trends and provide actionable insights Bachelor's degree in Finance, Economics, Business, or related field Show more Show less