Investment Advisor

9 hours ago

Vijay Nagar Indore Madhya Pradesh, India Investelite Research Full time

**Position**: Investment Advisor
**Location**: Indore

**Job Overview**:
**Key Responsibilities**:

- Assess clients' financial needs, risk tolerance, and investment objectives.
- Develop and recommend customized investment plans and strategies.
- Monitor and manage clients' investment portfolios for performance and alignment with objectives.
- Provide insights into market trends, financial products, and investment opportunities.
- Build and maintain strong client relationships through regular communication and updates.
- Ensure compliance with regulatory requirements and company policies.
- Educate clients about investment options, risks, and returns to empower informed decision-making.
- Meet or exceed sales and revenue targets while maintaining high client satisfaction.

**Skills and Qualifications**:

- Bachelor's degree in Finance, Economics, Business Administration, or related field (MBA preferred).
- Proven experience in investment advisory, sales, or financial planning.
- Strong understanding of financial markets, investment products, and risk management.
- Excellent communication, negotiation, and interpersonal skills.
- Ability to analyze complex financial data and provide actionable advice.
- Certification in financial planning or related fields is a plus (e.g., CFP, CFA).

**What We Offer**:

- Competitive salary and performance-based incentives.
- Opportunities for professional growth and development.
- A collaborative and dynamic work environment.

Pay: ₹18,000.00 - ₹30,000.00 per month

Schedule:

- Day shift
- Fixed shift

Supplemental Pay:

- Performance bonus

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

**Speak with the employer**
+91 9713215977

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