Mintra Finserv Private Limited

Financial Advisor – Equity, Mutual Funds & Fixed Income Location: Himayatnagar, Hyderabad Job Summary: We are looking for a qualified and passionate Financial Advisor to join our growing wealth management team. The ideal candidate will be responsible for providing personalized investment advice to clients across equity, mutual funds, and fixed income products. A client-first mindset and strong communication skills are essential. Key Responsibilities: • Understand client’s financial goals, risk appetite, and investment preferences • Recommend and manage portfolios comprising mutual funds, stocks, and fixed income instruments • Conduct regular reviews and rebalancing of client portfolios • Stay updated on market trends, product innovations, and regulatory changes • Generate leads through client referrals and networking • Educate clients about different investment options, tax efficiency, and long-term planning • Maintain compliance with all regulatory requirements (SEBI, AMFI) Required Qualifications & Skills: • NISM Mutual Fund Distributor Certification – Mandatory • NISM Series VII (Securities Market) / CFP preferred • Graduate in Finance, Commerce, Economics or related field • Good understanding of equity markets, mutual fund categories, and debt products • Strong interpersonal and client servicing skills • Proficiency in MS Excel, portfolio tracking tools, and financial calculators • Ethical conduct and a long-term client relationship mindset What We Offer: • Attractive incentive structure & performance-based bonuses • Opportunity to work with a SEBI-registered advisor and a growing wealth platform • Access to premium research tools and advisory models • Learning & development through certifications and internal training • Career progression into portfolio advisory, research, or HNI relationship management To Apply: Send your resume to ankit@mintrafinserv.com or WhatsApp 8096282301 Learn more about us at www.mintrafinserv.com or www.mintrawealth.com