Investment Advisor
2 weeks ago
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
-
Investment Strategy Analyst
1 week ago
Kolkata, West Bengal, India UpTye Full time ₹ 15,00,000 - ₹ 25,00,000 per yearOverview:We are seeking a highly capable finance professional with 3–5 years of experience in investment strategy, corporate finance, wealth management, or equity research to help our group plan and deploy a recently realized corpus.The role requires expertise in financial planning, asset allocation, and portfolio structuring to ensure strategic and...
-
Sales Advisor
2 weeks ago
Kolkata, West Bengal, India Panora Global Venture LLP Full time ₹ 96,000 - ₹ 3,00,000 per yearWe are seeking a motivated Financial Services Sales Advisor to join our team. The ideal candidate will have experience in financial products, including Mutual Funds, AIFs, Bonds, and Insurance. You will be responsible for building and maintaining client relationships, understanding client financial needs, and guiding them suitable investment solutions to...
-
Unit Manager- Investment B2B Sales
1 week ago
Kolkata, West Bengal, India NJ Group Full time ₹ 1,20,000 - ₹ 3,90,000 per yearGreeting from NJ India Invest ...NJ India Invest Pvt. Ltd is a leading advisors and distributors of financial products and services in India. NJ began its journey in 1994 in Surat and has over a decade of rich exposure in financial investment space, portfolio advisory services and distribution of financial products. At NJ we exist to provide quality...
-
Insurance Advisor
2 weeks ago
Kolkata, West Bengal, India Duas Knowledge Potli Full time ₹ 3,00,000 - ₹ 3,60,000 per yearDKP Recruiter team is hiring for the Job Title: Insurance and Mutual Fund AdvisorLocation: City center 2, Newtown,KolkataJob Summary:We are looking for experienced professionals in Insurance and Mutual Funds with strong domain knowledge and client-handling skills. The role involves advising clients on financial products, managing relationships, and achieving...
-
Private Banking Advisor
6 days ago
Kolkata, West Bengal, India Deutsche Bank Full time ₹ 10,00,000 - ₹ 25,00,000 per yearPrivate Banking Advisor, Associate Job Description: Job Title: Private Banking Advisor, Associate Location: Calcutta, India Role DescriptionBranch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private...
-
Dy. Manager Operation
2 weeks ago
Kolkata, West Bengal, India Suvidha Placements Full time ₹ 15,00,000 - ₹ 20,00,000 per yearJob Responsibilities :Conduct detailed research and due diligence on investment opportunities including AIFs, unlisted shares, startups, and debt proposals.Perform financial analysis, review credit ratings, balance sheets, cash flows, and overall financial health of companies seeking funding/loans.Prepare investment proposals and MIS reports for submission...
-
Accounts and Compliance Officer
1 day ago
Kolkata, West Bengal, India StacksKB Full time ₹ 9,00,000 - ₹ 12,00,000 per yearHiring for Isha Group for the position of Accounts and Compliance OfficerKey Responsibilities:Corporate Accounting & Finance:a. Maintain accurate financial records and general ledgersb. Handle accounts receivable/payable, invoicing, and reconciliationsc. Prepare financial reports (monthly, quarterly, annual)d. Assist with budgeting, forecasting, and cash...
-
Senior Advisor
1 week ago
Kolkata, West Bengal, India Salescom Services Full time ₹ 4,00,000 - ₹ 4,80,000 per yearSenior Account Manager – UK B2C Market (Telecoms, IT & Security)Location: Kolkata, West Bengal (Work from Office)Shift: 1:15 PM – 10:30 PM (Mon–Fri) | Alternate Saturdays till 6:30 PM| Home drop providedCompany: Salescom Services Private LimitedAbout the RoleAre you passionate about high-octane sales, cutting-edge technology, and building lasting...
-
Senior Fund Manager
2 weeks ago
Kolkata, West Bengal, India Manu Stock Broking Pvt. Ltd. Full time ₹ 20,00,000 - ₹ 25,00,000 per yearCompany OverviewManu Stock Broking Pvt. Ltd. is a financial services company headquartered in Kolkata, West Bengal. We specialize in facilitating trading in equities, futures, and currencies, offering fast and reliable services for exchanges such as the Bombay Stock Exchange and the National Stock Exchange. With 11-50 employees, our team is dedicated to...
-
Kolkata, West Bengal, India QuickTurtle Full time ₹ 15,00,000 - ₹ 25,00,000 per year1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above.2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them.3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate...