Financial Advisor

7 days ago

Nariman Point Mumbai Maharashtra, India SOBA INFOSEC PVT LTD Full time

We, at Soba Infosec Group, are looking for smart and committed people to be part of our organization. We extend this to the company culture as well, with lots of opportunities to develop personally and professionally. With a low attrition rate, it is rare for such openings to come up and this one is in the Mutual Fund Industry.

We encourage new ideas and initiatives even if it’s not directly related to your role which helps in developing leadership qualities and upskilling. We also host several internal workshops and casual workshops to help you grow.

**Requirements**:

- Fresh Graduates OR with relevant Work Experience of 2-3 years
- To build, develop and enhance relationships across Family Offices, Small and Mid-size companies, Ultra HNI and Professionals
- Good interpersonal skills
- Ability to multitask, prioritize and manage time effectively
- Able to work independently and as a team player

**Additional Requirements**
- Knowledge of Mutual Funds
- NISM Series V-A certified
- MS Office in particular Excel and Powerpoint
- Comfortable using tech

**What does the job entail?**
- Advising HNI/ corporate clients on various Mutual Fund and other Financial products
- New client acquisition in the HNI, Small and midsize companies
- Following up with the existing clients on current investments and advising on portfolio
- Resolution of client queries related to transactions, investments
- Preparing various types of MIS for reporting purposes on monthly basis as per client requirements

Qualifications:

- Graduates or Postgraduates - Business / Finance / Marketing

**What’s it like to work at Soba Infosec Group?**

**o Mentoring**
- Support to upskill and grow
- Family-like environment
- Encourage taking initiatives
- Birthday treats

**CA Praveen Suthar - 98195 07344**

**Job Types**: Full-time, Permanent, Fresher

Pay: ₹200,000.00 - ₹500,000.00 per year

**Benefits**:

- Cell phone reimbursement

Schedule:

- Day shift

**Education**:

- Bachelor's (preferred)

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

**Job Types**: Full-time, Permanent, Fresher

Pay: ₹200,000.00 - ₹500,000.00 per year

**Benefits**:

- Cell phone reimbursement

Work Location: In person

Expected Start Date: 01/10/2025

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