Posted:2 weeks ago|
Platform:
On-site
Full Time
💼 We’re Hiring: Investment Counsellor (NISM Certified).
Join a dynamic financial institution that values ethics, learning, and long-term wealth creation.
🔹 Role: Investment Counsellor
📍 Location: #Lucknow
🏢 Industry: Banking & Financial Services
📜 Certification Required: NISM (Mutual Fund/Investment Advisor Module)
✨ Key Responsibilities:
Advise clients on mutual funds, SIPs, and investment portfolios
Conduct risk profiling and design personalized financial plans
Manage client relationships and ensure service excellence
Achieve investment sales and AUM growth targets
🎯 Ideal Candidate:
Graduate/Postgraduate in Finance or Commerce
NISM-certified (mandatory)
1–4 years of experience in wealth management or investment advisory
Strong communication & analytical skills
💰 Compensation: Competitive, based on experience & performance
📩 If you hold a valid NISM certification and want to make an impact in India’s growing investment landscape, apply today!
➡️ Drop your CV at nituraghuvanshi@streedhana.com or DM us to learn more.
StreeDhana
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