Investment Advisor - NISM VA / VB / XA / XB / VIII Mandatory

Description

We are looking for an Investment Advisor who will be responsible for providing expert investment guidance to clients, helping them achieve their financial goals through personalized investment strategies. The ideal candidate will possess strong analytical skills and a deep understanding of various investment products, along with the necessary certifications.

Responsibilities

• Provide personalized investment advice to clients based on their financial goals and risk tolerance.
• Conduct market research and analysis to identify potential investment opportunities.
• Monitor and review clients' investment portfolios regularly to ensure alignment with their objectives.
• Educate clients about investment products, market trends, and financial strategies.
• Develop and maintain strong client relationships to ensure high levels of client satisfaction and retention.
• Prepare and present investment proposals and reports to clients.
• Stay updated on financial regulations, market conditions, and economic trends.

Skills and Qualifications

Education

Post Graduate Programme in Management for Executives (PGPX), Bachelor of Social Work (B.S.W), Bachelor in General Studies (BGS), Bachelor of Architecture (B.Arch), Bachelor of Liberal Arts (BLA / ALB), Master of Public Administration (MPA), Bachelor of Ayurvedic Medicine and Surgery (BAMS), Master of Library & Information Science (MLIS), PGP, Bachelor Of Technology (B.Tech / B.E), Bachelor of Applied Science (BAS), Bachelor of Music Education (B.M.E.), Bachelors of Law (B.L / L.L.B), PGDM, Bachelor in Hotel Management (B.H.M), Bachelor Of Computer Application (B.C.A), Bachelor of Homeopathic Medicine and Surgery (BHMS), Bachelor of Education (B.Ed), Bachelor of Interdisciplinary Studies, MBBS, Bachelor of Arts (B.A), Bachelor Of Pharmacy (B.Pharm), Bachelor of Music, Bachelor of Science (B.Sc), Bachelor of Business Administration (B.B.A), Bachelor of Commerce (B.Com), Bachelor of Health Science, Bachelor of Dental Surgery (B.D.S), Master OF Business Administration (M.B.A)

Skills Required

Investment Analysis, Portfolio Management, Financial Modelling, Market Research, Risk Assessment, Regulatory Compliance, Client Relations, Equity Valuation, asset allocation