Progress Partner

Role Overview: The Equity Seeds is looking for a Progress Partner based in Ajmer to provide expert financial advice, manage portfolios, conduct market research, and develop investment strategies for clients. Your daily responsibilities will include data-driven analysis, creating personalized financial strategies, and ensuring compliance with SEBI regulations. Your role will involve collaborating closely with clients to understand their goals and deliver tailored solutions that meet their investment objectives. Key Responsibilities: - Provide clients with expert financial advice - Manage portfolios and conduct market research - Develop investment strategies based on research and analysis - Ensure compliance with SEBI regulations - Collaborate with clients to understand their goals and deliver tailored solutions Qualifications Required: - Possess Financial Advisory and Portfolio Management skills - Have experience in conducting Market Research and developing Investment Strategies - Demonstrate strong Analytical and Data-Driven Analysis skills - Knowledge of SEBI Compliance and Ethical Practices - Exhibit excellent Client Relationship and Communication skills - Ability to work on-site in Ajmer - Hold relevant certifications (e.g., NISM-certified) and a Bachelor's degree in Finance, Economics, or related field - Experience in the financial industry is a plus,