Investment Advisor

12 hours ago

Hyderabad, India Zest Home Healthcare & Facility Services Pvt. Ltd. Full time

Title - Investment/Financial Advisor

Qualification
- MBA in Finance and NISM Series
- Investment Adviser X (Level 1) & (Level2)

Experience
- Minimum 1 yr with Employer Letter head.

Salary - 3Lakh to 4.5Lakh

Job Location : Hyderabad

Roles and Responsibilities

Lead generation through various avenues.

Calling customers and updating them about the company's products, services, or new launches

Analyzing clients' financial goals and assets allocation

Offering clients recommendations on various financial products and services

Examining client’s existing investment portfolios and suggesting improvements

Managing and monitoring investments on behalf of clients

Helping clients with tax and financial planning services

Helping develop effective strategies to increase overall wealth

Managing assets and setting up investments for clients

Enhance or expand investment portfolios through consultative reports and informed recommendations on fresh investment

opportunities and resources.

Coordinating with other Financial Planners within organization to meet client’s goals

Monitoring the performance of investments done by clients

Helping resolve any financial issues and other legal complications with investments.

Setting sales targets for the organization.

Preparing the sales reports for future reference.

Obtain thorough knowledge of products offered by IB on various global exchanges

Assist clients with opening and funding accounts.

**Job Types**: Full-time, Regular / Permanent

**Salary**: ₹300,000.00 - ₹450,000.00 per year

Schedule:

- Fixed shift

**Education**:

- Master's (required)

**Experience**:

- total work: 2 years (required)
- Financial Advisor: 1 year (required)

License/Certification:

- NISM Series
- Investment Adviser X (Level 1) & (Level2) (required)

Willingness to travel:

- 100% (required)

**Speak with the employer**
+91 8879415000

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