Investment Advisor

1 - 5 years

0 Lacs

Posted:1 day ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Role Overview: As an Investment Adviser at our company located in Sector 5, Kolkata, you will play a crucial role in the equity market. Your responsibilities will include holding a NISM - Investment Adviser - XA & XB CERTIFICATION (Certified Required / willing to take test), having a minimum of 1 year of experience in the field, being a motivated and analytical graduate, preferably with a CFA candidate or holder background in commerce (B.Com / related fields), and completing or currently pursuing NISM Investment Adviser Level 1 & Level 2 certifications (CFA Level 1 preferred). Key Responsibilities: - Holding a NISM - Investment Adviser - XA & XB CERTIFICATION (Certified Required / willing to take test). - Having a minimum of 1 year of experience in the field. - Being a motivated and analytical graduate, preferably with a CFA candidate or holder background in commerce (B.Com / related fields). - Completing or currently pursuing NISM Investment Adviser Level 1 & Level 2 certifications (CFA Level 1 preferred). Qualifications Required: - Education: B.Com, BBA (Finance), or equivalent in commerce/finance. - CFA: Level 1/2 cleared or currently enrolled (preferred). - Certifications: Willing to pursue or currently pursuing NISM Investment Adviser Level 1 & 2 exams. - Strong interest in the Indian stock market, personal finance, and investment advisory. - Analytical mindset with a passion for equity research and long-term client relationships. - Commitment to a professional career in equity advisory and compliance-driven practice. - Strong communication skills and proficiency in Excel/PowerPoint; Power BI is a plus. (Note: Omitting any additional details of the company as it is not present in the provided job description),

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