MONEY KUMBH

Job Overview 💼 Position: Financial Services Advisor Company: Money Kumbh Wealth and IMF Private Limited Location: Ranchi, Jharkhand Type: Full-Time Key Responsibilities 📈 The role focuses on advising clients on their financial strategies and investments. Your main duties will include: Guiding clients on mutual funds and other investment strategies. Managing client portfolios to ensure they meet their financial goals. Organizing and maintaining client financial documents. Helping clients understand different investment options, including bonds, shares, and insurance plans . Preparing for and passing key certifications like NISM 5A within one month of joining and the IRDA license afterward. Qualifications & Who Should Apply ✅ Education: A bachelor's degree is the minimum requirement. Experience: This is an excellent opportunity for freshers . Preferred Candidates: The company favors those with an MBA, CA qualification, or CA Inter cleared . Skills: You should have strong analytical and communication skills, as well as a genuine interest in financial markets. Why Join? 🚀 The company is offering a supportive and dynamic environment with significant potential for career growth . You'll receive training and mentorship to help you advance in the wealth management field.