Investment Advisor

As an Investment Adviser at the 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). - Completing or currently pursuing NISM Investment Adviser Level 1 & Level 2 certifications (CFA Level 1 preferred). Qualifications required for this role are as follows: - 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. This is a full-time job with benefits including health insurance and Provident Fund. The work location is in person at the office in Sector 5, Kolkata. If you are interested in this opportunity, please speak with the employer at +91 9830171400. As an Investment Adviser at the 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). - Completing or currently pursuing NISM Investment Adviser Level 1 & Level 2 certifications (CFA Level 1 preferred). Qualifications required for this role are as follows: - 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. This is a full-time job with benefits including health insurance and Provident Fund. The work location is in person at the office in Sector 5, Kolkata. If you are interested in this opportunity, please speak with the employer at +91 9830171400.