Portfolio Advisor

As a Portfolio Advisor, you will be required to possess a degree along with excellent communication skills to effectively engage in meaningful conversations with individuals. Your genuine desire to assist people in improving their financial well-being will be the driving force behind your work. You should be eager to understand how Financial Instruments can be ethically utilized to generate long-term value for investors. Embracing our FREEDOMM concept, you will play a crucial role in guiding your clients towards achieving financial FREEDOMM. This will involve identifying financial challenges, collaborating on solutions, and implementing as well as monitoring these solutions. Your ability to multitask, maintain a high level of organization, and adhere to organizational procedures will be essential for success in this role. Having additional certifications in Financial Planning, such as CFP, will be advantageous. Post joining, it will be mandatory to clear the IRDA & NISM series V A examinations. We welcome freshers as we believe in working differently from traditional financial services norms. As a Portfolio Advisor, you will establish your client relationships, and your efforts will directly impact your remuneration. Join us and commit to a five-year journey to secure an annual remuneration of Rs 12 lakhs for the rest of your lifetime.,