Investment Advisor

17 hours ago

Raipur, India B.S. Sponge Pvt. Ltd. Full time

Job Responsibilty :-

Steel Industrial Experiance Candidates Are Applicable For This Post

  1. Client Relationship Management

  2. Build and maintain strong relationships with clients.

  3. Understand clients' financial goals, risk tolerance, and investment preferences.

  4. Conduct regular portfolio reviews and update clients on performance.

  5. Financial Planning

  6. Develop comprehensive financial plans based on clients' financial situations.

  7. Advise on retirement planning, tax strategies, estate planning, and insurance needs.

  8. Investment Strategy Development

  9. Create customized investment strategies tailored to clients' objectives.

  10. Allocate assets across various investment classes (stocks, bonds, mutual funds, etc.).

  11. Rebalance portfolios periodically to maintain target allocations.

  12. Market Research and Analysis

  13. Stay updated on market trends, economic indicators, and financial news.

  14. Analyze market data, securities, and investment opportunities.

  15. Provide clients with market insights and investment ideas.

  16. Compliance and Regulation

  17. Ensure adherence to financial regulations and ethical standards.

  18. Maintain proper documentation and records of client interactions and transactions.

  19. Stay current with regulatory updates (e.g., SEC, FINRA rules if applicable).

  20. Sales and Business Development

  21. Identify and acquire new clients through networking and referrals.

  22. Present financial products and services to prospective clients.

  23. Promote the company's investment offerings and value propositions.

  24. Risk Management

  25. Assess and manage risk in clients' portfolios.

  26. Educate clients on investment risks and appropriate risk mitigation strategies.

  27. Reporting and Documentation

  28. Prepare regular performance reports for clients.

  29. Document all advisory activities, client meetings, and investment decisions.

  30. Continuous Learning

  31. Keep up with financial markets, investment tools, and certifications.

  32. Attend industry conferences and training sessions.

Skill :-

  • Education :- Any Commerce Degree
  • Experiance :- 10 year to 15 year
  • Salary :- Negotiable
  • Contact Person :- HR Sitesh Verma
  • Contact No. : ,

Job Types: Full-time, Permanent

Pay: ₹60, ₹80,000.00 per month

Benefits:

  • Health insurance
  • Provident Fund

Work Location: In person

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