Senior Investment Advisor
4 days ago
Job Overview
- We are seeking an experienced professional to join our team as a Senior Investment Advisor. The successful candidate will have strong relationships with clients, advising them on investment strategies and providing exceptional service.
Key Responsibilities:
- Building client relationships and providing personalized investment advice.
- Developing and implementing customized investment plans to meet client goals.
- Cross-selling financial products to clients, including mutual funds, insurance, and portfolio management services.
Requirements:
- NISM VIII, NISM V A & IRDA certifications are highly desirable.
- A minimum of 3 years of experience in the broking or dealing industry is required.
- Strong knowledge of equity markets and trading platforms is essential.
- Excellent communication and interpersonal skills are necessary for success in this role.
Benefits:
- The ideal candidate will be given a set of existing customers to manage and grow.
- Ongoing training and development opportunities to enhance your skills and knowledge.
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