Education Qualification: MBA (Finance; Economics) / CFA Charterholders (At least Level 3) / CA / M.Com
Residence: Delhi NCR
Education Background: Finance
Work Experience (Yrs): Min. 2 Years & Max 8 Years in Credit Research & Analysis / Wealth Management / Portfolio Management / Mutual Funds Research / Financial Planning / Investment Research & Analysis
Work Profile
Advising clients in wealth/portfolio management, mutual funds, financial planning
Certification Preferred: CFPs or NISM Investment Advisor XA and XB
Communication: Valuable written and spoken English communication
Job Description
Advising clients on investment planning, goal-based financial planning and asset allocation strategies
Analysis of investment portfolios and suggesting suitable investments
Preparing reports and presentations for investor awareness and client engagement
Educating potential clients regarding the various services offered by the firm in an offline or online meeting
Recent client conversions
Miscellaneous Details
No product selling targets. You will be evaluated based on clients' satisfaction and growth in asset under management
Mon to Fri full day working (9:30 AM to 6:30 PM) and Saturday half-day working from home
Work from Office Role; Meeting clients face to face when required
You will be working directly with the founders in the core team
Prefer experience dealing with HNIs/UHNIs
📌 Investment Advisor Delhi
🏢 Careerfit.ai
📍 Delhi
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