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Investment Advisory Consultant Bangalore/ Chennai
4 weeks ago
Company Description
is India's first and only PropTech Unicorn, offering a brokerage-free property search portal that connects property owners and tenants/buyers directly. Founded in 2014 by IIT and IIM alumni, NoBroker serves over 30 lakh customers monthly across major Indian cities. The company has raised $366 million from prominent investors and boasts a passionate team of over 5000 people. NoBroker provides a wide range of services including rental agreements, packers and movers, home services, home loans, and more.
Role Description
This is a full-time, on-site role based in Bengaluru for an Investment Advisory Consultant. The Investment Advisory Consultant will be responsible for advising clients on financial planning, investments, and developing tailored investment strategies. Additionally, the consultant will offer top-notch customer service by meeting client needs and answering investment-related inquiries. The role requires close interaction with clients to understand their financial goals and provide appropriate solutions.
Qualifications
- Skills in Financial Planning and Finance
- Experience with Investments and Investment Strategies
- Strong Customer Service skills
- Excellent communication and interpersonal skills
- Bachelor's degree in Finance, Business, or related field
- Relevant certifications (e.g., CFA, CFP) are a plus
- Ability to work independently and as part of a team
