Investment Advisory Professional

6 hours ago


Bengaluru, Karnataka, India Algates Financial Full time

**Company Overview:**

    Algates Financial Private Limited, in association with Cholamandalam Securities Limited, offers premium stock broking services in India. Our partnership with a trusted brand like Cholamandalam Securities Limited allows us to provide a wide range of products such as stocks, futures and options, mutual funds, bonds, PMS, AIF and IAP products.

    Our dedicated team of relationship managers delivers personalized investment services to clients in Bengaluru.

**Job Description:**

    This is a full-time on-site role for an Investment Advisory Professional at Algates Financial. As an Investment Advisory Professional, you will be responsible for building and managing client relationships, understanding clients' financial goals, providing investment advice.

    The role involves collaborating with other team members to ensure exceptional service delivery.

**Required Skills and Qualifications:**

    Key Responsibilities:


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