Investment Advisor

**Key Responsibilities**:

- Educate and advise clients on investment options, especially mutual funds (equity, debt, hybrid), SIPs, and tax-saving schemes (ELSS, PPF).
- Recommend suitable investment strategies based on clients' financial goals and risk profiles.
- Handle client onboarding, including KYC compliance and transaction processing via platforms like BSE Star MF, NSE NMF, or CAMS.
- Offer advice on other financial instruments such as:

- Fixed income options (bonds, debentures)
- Insurance-linked investments (ULIPs, term plans)
- Capital market instruments (as per regulatory compliance)
- Leverage prior banking experience to enhance client servicing and cross-sell investment products.
- Maintain up-to-date knowledge of financial markets, SEBI/AMFI guidelines, and product developments.
- Ensure compliance and proper documentation of all investment transactions.
- Build long-term client relationships through ongoing portfolio monitoring and timely follow-ups.

**Qualifications & Skills**:

- Graduate in Commerce, Finance, Business, or related fields (MBA Finance ) or CFA preferred).
- **Mandatory: Minimum 1 year of experience in the banking or financial services sector**, preferably in investment advisory, relationship management, or wealth management.
- Strong understanding of mutual funds, personal finance, and retail investment products.
- Excellent communication skills in English and local language (both verbal and written).
- Comfortable using financial platforms for transactions and reporting.
- Strong interpersonal and client-handling skills.

**Why Join Us**:

- Be part of a reputed CA firm.
- Learn and grow under experienced finance professionals.
- Gain exposure to diverse investment products and client segments.
- Competitive pay with growth opportunities.

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

Pay: ₹15,000.00 - ₹20,000.00 per year

Schedule:

- Day shift
- Morning shift

Work Location: In person