Investment Advisor

6 days ago

Kolkata, India Ginteja Fintech Private Limited Full time

**Desired Qualification: Post Graduate with Certification on NISM Series XA and XB.**

**Experience: 5+ years work experience.**

**Location: Kolkata**

**Expected CTC: As per the experience and market standard**
- Educate clients regarding the range of applicable investment options available to them
- Increase client database by meeting new clients and taking references from the existing ones and hence build AUM.
- Wealth/ Portfolio Management understand client portfolio in terms of their risk their financial goals.
- Maintain proper documentation of investment actions taken on behalf of clients
- Maintain an up-to-date knowledge of investment products

**Salary**: ₹500,000.00 - ₹800,000.00 per year

**Benefits**:

- Leave encashment
- Paid sick time
- Provident Fund

Schedule:

- Day shift

Application Question(s):

- What is your current CTC? What is your Expected CTC?
- Do you have NISM series XA and XB certification? or ready to give the exam?

**Education**:

- Master's (preferred)

**Experience**:

- Relevant work work: 5 years (required)

**Speak with the employer**

+91-XXXXXXXXXX

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