Investment Consultant

Job description
Company: Quantum Information Services Pvt. Ltd. (PersonalFN) Position: Investment Consultant Department: Investment Advisory No. of Position: 3 Job Location: Nariman Point, Mumbai Salary Expectation: Competitive, commensurate with experience Roles and Responsibilities: Join our dynamic Investment Advisory team at Quantum Information Services Pvt. Ltd (QISPL) as an Investment Consultant. In this pivotal role, you'll be instrumental in fostering strong relationships with High Net Worth Individuals (HNIs) and Super-HNIs. Key Responsibilities: • Act as a trusted Investment Consultant for HNIs, providing tailored advice aligned with their financial goals and time horizon. • Cultivate enduring relationships with HNI clients, offering ongoing guidance and adapting strategies to their evolving needs. • Develop comprehensive financial plans and reports to facilitate informed client discussions and periodic reviews. • Drive business growth through corporate presentations and client referrals, expanding our base of advisory and financial planning clients. Candidate Requirements: Experience: • Minimum 2 years of proven expertise in financial planning, wealth management, or advisory roles, with a focus on client engagement and relationship management. Knowledge: • Profound understanding of financial planning principles, coupled with adeptness in various financial products such as mutual funds, fixed income instruments, and insurance. Soft Skills: • Excellent communication skills essential for client interactions and team collaboration. • Demonstrated flexibility and adaptability in fulfilling client servicing obligations within the financial planning domain. Qualification: 1. Professional qualification: (a) Professional qualification or post-graduate degree in finance, accountancy, business management, commerce, economics, or related fields from a recognised institution. Or (b) Graduation in any discipline with a minimum of five years experience in financial product advisory, securities, or asset management. And 2. Certification in investment advisory: (a) NISM-Series-X-A and X-B (Investment Adviser Level 1 and Level 2) (b) Equivalent certification from recognised institutions in India, provided that such Certification is accredited by NISM. IT Skills: • Proficiency in Microsoft Excel and Word for generating reports and analysis. Preferred Candidates' Background: • Experience in Financial Planning, Investment Advisory, Stocks Advisory, PMS, Wealth Management, or Mutual Fund sectors is highly desirable.