Investment Advisor

1 week ago


Kolkata, West Bengal, India Wizz Technology Full time ₹ 3,60,000 - ₹ 5,40,000 per year

Required a NISM - Investment Adviser - XA & XB CERTIFIED -(Certified Required / willing to take test) - Equity Market

Location - Sector 5, Kolkata (WFO)

Experience - 1+ years

We are seeking a motivated and analytical graduate, preferably a CFA candidate or holder, with a background in commerce (B.Com / related fields) and a strong interest in the equity markets. The ideal candidate must be willing to complete or currently pursuing NISM Investment Adviser Level 1 & Level 2 certifications (CFA Level 1 preferred).

Requirement:

~ Education: B.Com, BBA (Finance), or equivalent in commerce/finance.

~ CFA: Level 1/2 cleared or currently enrolled (preferred).

~ Certifications: Willing to pursue or currently pursuing NISM Investment Adviser Level 1 & 2 exams.

~ Strong interest in the Indian stock market, personal finance, and investment advisory.

~ Analytical mindset with a passion for equity research and long-term client relationships.

~ Commitment to a professional career in equity advisory and compliance-driven practice.

~ Strong communication skills and proficiency in Excel/PowerPoint; Power BI is a plus.

Job Type: Full-time

Pay: ₹30, ₹45,000.00 per month

Benefits:

  • Health insurance
  • Provident Fund

Work Location: In person

Speak with the employer



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