Senior Investment Advisor

5 hours ago


Mumbai, India Puneet Pande Full time

Role DescriptionThis is a full-time on-site role for a Senior Investment Advisor located in Mumbai. The incumbent will be responsible for providing financial planning advice, developing investment strategies, and managing client investments. Day-to-day tasks include assessing clients' financial needs and goals, creating customized investment plans, monitoring the performance of portfolios, and providing ongoing customer service and support. The advisor will also stay updated with the latest market trends and regulatory requirements to provide accurate and timely advice to clients.QualificationsProficiency in Financial Planning and FinanceExperience in Investments and Investment StrategiesStrong Customer Service skillsExcellent written and verbal communication skillsAbility to work effectively in a teamProfessional certifications such as CFA, CFP or similar are a plusBachelor's degree in Finance, Business, or a related field



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    Role DescriptionThis is a full-time on-site role for a Senior Investment Advisor located in Mumbai. The incumbent will be responsible for providing financial planning advice, developing investment strategies, and managing client investments. Day-to-day tasks include assessing clients' financial needs and goals, creating customized investment plans,...


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    Role Description This is a full-time on-site role for a Senior Investment Advisor located in Mumbai. The incumbent will be responsible for providing financial planning advice, developing investment strategies, and managing client investments. Day-to-day tasks include assessing clients' financial needs and goals, creating customized investment plans,...


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    Role Description This is a full-time on-site role for a Senior Investment Advisor located in Mumbai. The incumbent will be responsible for providing financial planning advice, developing investment strategies, and managing client investments. Day-to-day tasks include assessing clients' financial needs and goals, creating customized investment plans,...

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