We are looking for a motivated and analytical Finance & Investment Advisor to join our team. The ideal candidate will assist clients with investment planning, portfolio diversification, and wealth management while staying updated on market trends and financial instruments.
Key Responsibilities:
Assist clients in
investment planning
and
portfolio diversification
.
Support
asset allocation
and
wealth management
strategies.
Provide
IOP and Pre-IPO share advisory
services.
Offer
funding and venture capital advisory
support.
Advise on
mutual funds
and develop
SIP, STP & SWP strategies
.
Conduct
market trend analysis
to identify investment opportunities.
Engage with
High Net Worth Individuals (HNI)
for customized financial advice.
Prepare financial reports and investment presentations for clients.
Requirements:
Bachelor's degree in Finance, Commerce, Economics, or related field.
Strong analytical and communication skills.
Basic knowledge of investment products, mutual funds, and financial markets.
Proficiency in MS Office (Excel, Word, PowerPoint).
Enthusiastic, proactive, and eager to learn.
Benefits:
Exposure to diverse financial instruments and advisory practices.
Opportunity to work closely with experienced professionals and HNI clients.
Performance-based incentives.
Share your CV to the mail id -admin@techvedhas.com
Ph-9963479041
Job Type: Permanent
Pay: ?10,000.00 - ?15,000.00 per month
Benefits:
Health insurance
Provident Fund
Work Location: In person
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