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Financial Expert Leader

2 weeks ago

Pune, Maharashtra, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 20,00,000
Job Title: Investment Advisor/Principal Officer

We are seeking a seasoned Investment Advisor/Principal Officer to lead our investment advisory services.

Responsibilities:

  • To provide expert advice on investment strategies and portfolio management.
  • To maintain high-level relationships with clients and stakeholders.
  • To drive business growth through innovative solutions and strategic partnerships.

Requirements:

  • Hold a valid SEBI IA certification (NISM-Series-X-A and X-B).
  • Possess experience in equity research, portfolio management, and investment advisory services.
  • Develop strong financial modeling, equity research, and portfolio management skills.

Education:

  • Hold a Postgraduate degree in Finance (CA, MBA/PGDM) from a recognized institution.
  • Demonstrate expertise in relevant areas such as financial analysis, risk management, and investment products.

Benefits:

  • Competitive salary and benefits package.
  • Opportunities for career advancement and professional growth.
  • Collaborative and dynamic work environment.