Advisor

3 weeks ago


Jayanagar Bengaluru Karnataka, India HEXAGON CAPITAL ADVISORS Full time

A role that can bring immense satisfaction. As an Advisor you will be the primary manager for the investor, understanding their needs, profiling their risk appetite, constructing investment plans, executing them efficiently, monitoring and reviewing the portfolios and financial plans. Growing the book is also a requisite. In short, an Advisor’s role is that of a Rainmaker.

Minimum qualification is a Masters degree in Finance with a minimum experience of 2 years in a related area. NISM Level X and XA / CFP / CFA / CWM are a must. An active reader and a wide horizon.


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