Senior Investment Advisor

Company Description

2A Company is a Real Estate Investment Firm that offers comprehensive services in raising private equity, investment advisory, asset management, mergers and acquisitions, and specialized funding. Our firm focuses on meeting the evolving needs of clients by providing all real estate services under one roof, with a commitment to timely delivery. We primarily deal with industrial buildings and plots, IT & corporate office buildings & plots, and operate in government-approved industrial parks throughout the NCR region. Clients are assured of 14%-20% guaranteed returns per annum with a transparent and client-centric approach. Our operations span cities such as Delhi, Noida, Greater Noida, Yamuna, Bhiwadi, Goa, Alwar, and NH-9/24.

Role Description

This is a full-time on-site role located in Noida for a Senior Investment Advisor. The Senior Investment Advisor will be responsible for providing investment advisory services, developing and implementing investment strategies, conducting financial planning, and managing client portfolios. Daily tasks include meeting clients to discuss their investment needs, providing personalized investment advice, and maintaining excellent customer service. Additionally, the advisor will keep up-to-date with market trends and ensure compliance with relevant regulations.

Qualifications

• Proficiency in Financial Planning and Finance
• Expertise in Investments and Investment Strategies
• Strong Customer Service skills
• Excellent analytical, communication, and interpersonal skills
• Ability to work independently and as part of a team
• Relevant experience in real estate investment is a plus
• Bachelor's degree in Finance, Economics, Business, or related field