Investment Advisor Female Graduate Jobs in Mumbai

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 targetsQualifications: AMFI/NISM certification is a plus Strong knowledge of financial markets and wealth products Excellent communication and relationship-building skills

The candidate must be a graduate.Good Communication skills in english to talk with clients.Must have basic knwledge about financial market.Should have convincing capabilities convert leads into clients.

Job Description:Develop recommendations of product offerings.Conduct preparation and review of materials used in the financing of clients, including investment memorandum.Guide the investor throughout the investment process.