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Loud Media And Entertainment (Opc) Private Limited
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Investment Advisor - NISM VA/VB/XA/XB/VIII Mandatory

Investment Advisor - NISM VA/VB/XA/XB/VIII Mandatory

Loud Media And Entertainment (Opc) Private Limited

0 - 5 years

2 - 6 Lacs

Navi Mumbai Maharashtra India

Posted:2 months ago| Platform: Foundit logo

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Skills Required

Investment Analysis Portfolio Management Financial Modelling Market Research Risk Assessment Regulatory Compliance Client Relations Equity Valuation asset allocation Sales Strategies

Work Mode

On-site

Job Type

Full Time

Job Description

Description

We are looking for an Investment Advisor who will be responsible for providing expert investment guidance to clients, helping them achieve their financial goals through personalized investment strategies. The ideal candidate will possess strong analytical skills and a deep understanding of various investment products, along with the necessary certifications.

Responsibilities

Provide personalized investment advice to clients based on their financial goals and risk tolerance.
Conduct market research and analysis to identify potential investment opportunities.
Monitor and review clients investment portfolios regularly to ensure alignment with their objectives.
Educate clients about investment products, market trends, and financial strategies.
Develop and maintain strong client relationships to ensure high levels of client satisfaction and retention.
Prepare and present investment proposals and reports to clients.
Stay updated on financial regulations, market conditions, and economic trends.

Skills and Qualifications

NISM VA/VB/XA/XB/VIII Certification is mandatory.
Strong understanding of investment products such as stocks, bonds, mutual funds, and ETFs.
Excellent communication and interpersonal skills to effectively interact with clients.
Analytical mindset with strong quantitative skills to assess investment opportunities.
Ability to work independently and as part of a team in a fast-paced environment.
Proficiency in financial analysis tools and software.
Strong problem-solving skills with a client-focused approach.

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Investment Advisor - NISM VA/VB/XA/XB/VIII Mandatory