NISM Certified Investment Adviser

Job Description: As a Junior Investment Adviser at SafeBox, your role involves providing investment advice to clients and assisting them in managing their financial portfolios effectively. You will be responsible for analyzing market trends, identifying potential investment opportunities, and helping clients make informed decisions to achieve their financial goals. Key Responsibilities: - Provide personalized investment advice to clients based on their financial objectives and risk tolerance - Conduct thorough research and analysis of financial markets, investment products, and industry trends - Develop and maintain strong relationships with clients to understand their needs and preferences - Monitor and review clients" investment portfolios regularly to ensure alignment with their financial goals - Stay updated on regulatory changes and compliance requirements in the financial services industry Qualifications Required: - Graduate / Post-Graduate / Diploma (Min. 2 years) in Finance, Commerce, Economics, Banking, or related fields OR Completed NISM's Post Graduate Program in Securities Markets - Mandatory: NISM Investment Adviser Level XA & XB Certification About SafeBox: SafeBox is a secure, intelligent Family Data Organizer designed for Indian families. It helps individuals and households store, manage, and share critical life documents like IDs, financial records, property papers, and insurance policies all in one place. Built with privacy at its core, SafeBox ensures that your most important data is accessible when needed, especially during emergencies, and always stays in your control.,