92+ Applicants
Posted: 1 month ago
0-1 years
Gurugram, Haryana
work from office
Posted: 1 month ago
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Applicants: 93+
Job Description
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Job Description
We are looking for a knowledgeable and client-focused Investment Advisor to provide strategic financial guidance and investment solutions to clients. The role involves understanding client goals, risk appetite, and financial situations to recommend suitable investment products and strategies.
Key Responsibilities
Required Qualifications
Key Responsibilities
- Assess clients financial needs, goals, and risk tolerance
- Provide personalized investment advice across asset classes (equity, debt, mutual funds, etc.)
- Build and manage long-term client relationships
- Monitor portfolio performance and recommend adjustments
- Stay updated on market trends, economic developments, and regulatory changes
- Ensure compliance with regulatory guidelines and internal policies
- Acquire new clients through networking, referrals, and outreach
- Collaborate with internal teams for product structuring and execution
- Masters degree in Finance, Economics, Business, or related field
- Relevant certifications preferred (e.g., CFA, CFP, NISM certifications)
- Proven experience in financial advisory / wealth management
- Strong understanding of financial markets and investment products
- Excellent communication and interpersonal skills
- Analytical mindset with attention to detail
- Client acquisition and relationship management
- Portfolio construction and asset allocation
Looking to get Placed? Try our Placement Guarantee Plan
- Financial planning and goal-based investing
- Sales and negotiation skills
- Proficiency in financial tools and CRM software
- Assets Under Management (AUM) growth
- Client acquisition and retention rates
- Portfolio performance vs benchmarks
- Revenue generation
- Client satisfaction scores
Skills
CfpAcquisitionAsset AllocationInvestment AdviceFinancial AdvisoryFinancial MarketsInvestment AdvisorInvestment ProductsPortfolio ConstructionWealth ManagementCfaIf an employer asks you to pay any kind of fee, please notify us immediately. Jobaaj does not charge any fee from the applicants and we do not allow other companies also to do so.
Important dates & deadlines?
Application Deadline
16 Jun 26, 05:43 PM IST
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