Junior Investment Adviser

2 - 6 years

0 Lacs

Posted:3 weeks ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Junior Investment Adviser at SafeBox, you will be responsible for providing investment advice to clients in a professional and knowledgeable manner. Your primary role will involve assisting clients in making informed decisions regarding their investments based on their financial goals and risk tolerance. We are looking for candidates who have a minimum of 2 years of experience in the field, although freshers are also welcome to apply. To be eligible for this position, you should hold a degree in Finance, Commerce, Economics, Banking, or a related field. Alternatively, completion of NISM's Post Graduate Program in Securities Markets will also be considered. The ideal candidate for this role must be NISM Investment Adviser Level XA & XB certified, as this is a mandatory requirement. Your expertise in securities markets and investment products will be crucial in guiding clients towards achieving their financial objectives. SafeBox is a secure and intelligent Family Data Organizer specifically designed for Indian families. Our platform allows individuals and households to store, manage, and share critical life documents such as IDs, financial records, property papers, and insurance policies all in one secure location. Privacy is at the core of SafeBox, ensuring that your data remains confidential and easily accessible during emergencies. If you are passionate about finance, have a keen interest in helping clients achieve their financial aspirations, and possess the necessary certifications and qualifications, we encourage you to apply for this exciting opportunity. Join us at SafeBox and be a part of a dynamic team dedicated to empowering individuals and families with the tools they need to secure their financial future.,

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