We are hiring Investment Advisor!

Location: Dunlop, Kolkata

Work Mode: Work From Office (WFO)

Experience: Minimum 2-3 years in an Equity Research or Investment Advisory firm (Mandatory)

Salary: ₹20,000 - ₹35,000 per month Eligibility Criteria

- Graduation is mandatory.
- NISM Certification (Series XV / X-A / X-B) is mandatory.
- CFA Level I or Level II will be preferred. Key Responsibilities
- Provide investment advisory services and financial guidance to clients based on their investment objectives and risk profile.
- Handle client queries and maintain long-term client relationships through effective advisory support.
- Monitor client portfolios and recommend suitable investment strategies in line with market conditions.
- Conduct fundamental equity research, company analysis, and market research to identify investment opportunities.
- Prepare research-backed investment recommendations and communicate them effectively to clients.




- Track market movements, economic developments, and sector-specific trends to support investment decisions.
- Assist in portfolio reviews, asset allocation, and wealth creation strategies while ensuring compliance with internal processes.

Preferred

Skills

- Solid understanding of capital markets, equity research, valuation techniques, and investment analysis.
- Proficiency in Advanced MS Excel, including financial modelling and data analysis.
- Hands-on experience with equity research tools and financial market platforms.
- Strong analytical, communication, and presentation skills.
- Ability to interpret financial statements and prepare detailed research reports.
- High attention to detail with sound problem-solving and decision-making abilities.

📌 Investment Advisor (Kolkata)
🏢 INVESMATE GROUP
📍 Kolkata