Financial Expert

2 days ago

Delhi Vadodara Thiruvananthapuram Trivandrum, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,00,000
Job Title: Investment Advisor

We are seeking a skilled and experienced Investment Advisor to join our team. As an Investment Advisor, you will be responsible for providing expert advice on investment opportunities, managing client portfolios, and identifying potential risks.

Responsibilities:
  • Acquire and manage high net worth clients, building strong relationships and delivering exceptional customer service.
  • Conduct in-depth analysis of market trends, economic indicators, and financial data to provide informed investment advice.
  • Develop and implement tailored investment strategies to meet client goals and risk tolerance.
  • Maintain up-to-date knowledge of financial markets, products, and services to stay ahead of industry developments.
  • Collaborate with internal teams to ensure seamless delivery of services and achieve business objectives.
Requirements:
  • 5+ years of experience in equity broking or a related field.
  • Deep understanding of equity, derivatives, commodity, and currency markets, as well as mutual funds, PMS, AIF, IPO, LAS, and insurance products.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to make informed decisions under pressure.
  • Proficiency in MS Office, including Excel, Word, and PowerPoint.
Preferred Skills:
  • Equity Advisory, Wealth Management, Knowledge of Investments products - Mutual Funds, PMS- Portfolio Management Services, Corporate FD, IPO, LAS, Insurance.
About Us:

We offer a dynamic and supportive work environment, with opportunities for professional growth and development. Our team is committed to delivering exceptional service and results, and we are seeking like-minded individuals to join us.

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