Portfolio Advisor

You will be responsible for: - Helping clients achieve their financial FREEDOMM by identifying challenges, coworking on solutions, and implementing and monitoring those solutions - Adopting the FREEDOMM concept to assist your prospects in reaching financial FREEDOM - Demonstrating excellent communication skills to articulate thoughts and engage in meaningful conversations with individuals - Having a genuine desire to help people and positively impact their financial lives - Learning about how Financial Instruments can be ethically utilized to create long term value for investors - Demonstrating the ability to multitask, be highly organized, and follow organizational processes in a disciplined manner Qualifications required: - Degree is mandatory - Any added certifications in Financial Planning (such as CFP) will be advantageous - Post joining PvE, clearing the IRDA & NISM series V A will be compulsory The company offers a unique compensation structure where Freshers are welcome. They challenge traditional notions about the financial services industry by focusing on individual client engagements rather than being target-centric and revenue-driven. As a Portfolio Advisor, your efforts and remuneration will be defined by your interactions with clients. Working with the company for five years guarantees a salary of Rs 12 lakhs per annum for the rest of your lifetime.,