Investment Advisor

3 days ago

Lucknow Uttar Pradesh, India Prakir TheFinAcademy (OPC) Pvt. Ltd. Full time

Investment Advisor Internship

**Role**:

- Provide personalized investment advice based on client needs (e.g., income maximization, capital preservation).
- Act in the best interest of clients with fiduciary responsibility.

**Key Skills**:

- Strong interpersonal abilities to build and maintain relationships.
- Critical thinking to assess investment options and client requirements.
- Ability to educate clients on investment strategies.

**Responsibilities**

**Client Relations**:

- Acquire New Clients:

- Network and cold-call to expand the client base.
- Maintain Client Relationships:

- Conduct periodic reviews to adapt investment strategies to clients' changing circumstances.

**Investment Solutions**:

- Educate clients on investment options.
- Assess risk tolerance and financial goals.
- Develop and execute customized investment plans.
- Document all investment activities.
- Stay updated on financial markets and products.

stipend -5k per month
fulltime onsite
location
- iim road maharishi university
call-8887422792

**Job Types**: Full-time, Internship
Contract length: 3 months

Pay: ₹5,000.00 per month

Supplemental Pay:

- Performance bonus

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

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