Qualification:
- Must possess a valid NISM Certification (Series — XV / X-A / X-B):
- Minimum Qualification :Graduation:
Experience:
- Minimum 2-3 years of experience in an equity research firm or investment advisory firm.

Job Profile & Responsibilities:
- Client Handling & Relationship Management - managing client interactions, understanding investment objectives, and providing timely support and advisory assistance.:
- Portfolio Management - assisting in portfolio construction, monitoring, review, and investment recommendations aligned with client goals and risk appetite.
- Conducting equity research and market analysis to identify investment opportunities and monitor portfolio performance.
- Preferred Skills & Criteria:
- Solid and advanced knowledge of MS Excel, including financial modelling, portfolio analysis, advanced formulas, pivot tables, and dashboards.




- Hands-on experience and updated knowledge of advanced equity research and analytical tools/platforms.
- Strong understanding of capital markets, equity valuation, and investment research methodologies.
- Good communication, analytical, and client management skills.

Pay: ₹25,000.00 - ₹35,000.00 per month

Benefits:
- Paid sick time

Ability to commute/relocate:
- Alambazar, Kolkata, West Bengal: Reliably commute or planning to relocate before starting work (required)

Education:
- Bachelor's (required)

Experience:
- equity research firm or investment advisory firm working: 2 years (required)

Language:
- English (required)
- Hindi (required)
- Bengali (required)

License/Certification:
- NISM Certification (Series — XV / X-A / X-B) (required)

Work Location: In person

📌 Investment Advisor (Kolkata)
🏢 INVESMATE
📍 Kolkata