Investment Advisor (Lower Parel)

Investment Advisor (Lower Parel)

06 Sep
|
Pretty Child
|
Lower Parel

06 Sep

Pretty Child

Lower Parel

Role: Investment Adviser

Role Overview

Key Responsibilities
- Assist in Mutual Fund (MF) account creation for clients.
- Support in processing and validating financial transactions.
- Generate, maintain, and review financial reports.
- Ensure accuracy and compliance in all documentation.
- Provide day-to-day operational support to the advisory team.

Requirements:
- Education: B Com graduate (Fresher)
- Solid knowledge of MS Office (Excel, Word, PowerPoint).
- Basic understanding of finance, mutual funds, and investments preferred.
- Good communication and organizational skills.
- Attention to detail and ability to handle confidential information responsibly.

Pay: ₹20,000.00 - ₹30,000.00 per month

Experience:
- Investment management: 1 year (preferred)
- Financial analysis: 1 year (preferred)
- Mutual funds: 1 year (preferred)
- Relationship management: 1 year (preferred)

Work Location: In person

📌 Investment Advisor (Lower Parel)
🏢 Pretty Child
📍 Lower Parel

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