Senior Investment Advisor

4 weeks ago

Dindigul, India Puneet Pande Full time



Role Description

This is a full-time on-site role for a Senior Investment Advisor located in Mumbai. The incumbent will be responsible for providing financial planning advice, developing investment strategies, and managing client investments. Day-to-day tasks include assessing clients' financial needs and goals, creating customized investment plans, monitoring the performance of portfolios, and providing ongoing customer service and support. The advisor will also stay updated with the latest market trends and regulatory requirements to provide accurate and timely advice to clients.


Qualifications

  • Proficiency in Financial Planning and Finance
  • Experience in Investments and Investment Strategies
  • Strong Customer Service skills
  • Excellent written and verbal communication skills
  • Ability to work effectively in a team
  • Professional certifications such as CFA, CFP or similar are a plus
  • Bachelor's degree in Finance, Business, or a related field

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