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