Candidate Eligibility Criteria

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

Soft Skills: Presentable; analytical; good interpersonal skills; quick learner, ownership mindset

Job Description

1. Advising clients on investment planning, goal-based financial planning and asset allocation strategies
2.



Analysis of investment portfolios and suggesting suitable investments
3. Preparing reports and presentations for investor awareness and client engagement
4. Educating potential clients regarding the various services offered by the firm in an offline or online meeting
5. New client conversions

Miscellaneous Details

1. No product selling targets. You will be evaluated based on clients' satisfaction and growth in asset under management
2. Mon to Fri full day working (9:30 AM to 6:30 PM) and Saturday half-day working from home
3. Work from Office Role; Meeting clients face to face when required
4. You will be working directly with the founders in the core team
5. Prefer experience dealing with HNIs/UHNIs

📌 Investment Advisor (Delhi)
🏢 Careerfit.ai
📍 Delhi