Walk-In Interview For Investment Advisor (Female)

Job Description:

We are seeking an experienced and client-focused Investment Advisor to join our team. The ideal candidate will manage a portfolio of Retail and HNI clients, offering customized investment and financial planning solutions.

Key Responsibilities:

Develop and manage relationships with Retail & High-Net-Worth Individuals (HNIs)

Provide personalized financial planning and investment advice

Recommend and sell financial products (MFs, PMS, bonds, Insurance, etc.)

Monitor market trends and update clients accordingly

Achieve revenue and client acquisition targets

Qualifications:

AMFI/NISM certification is a plus

Strong knowledge of financial markets and wealth products

Excellent communication and relationship-building skills

• Experience

  1 - 2 Years

• No. of Openings

  3

• Education

  Graduate (B.B.A, B.Com)

• Role

  Investment Advisor

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  Female

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Walk-in interview location

  B-803, Star Plaza, Opp Borivali Station East, Above MM Mithaiwala, Borivali East, Mumbai - 400066