Senior Investment Advisor

9 hours ago

Delhi, 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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