Hiring for Investment Advisor

NIFM - Stock Market Institute; Indore District; On-site; INR 167,400 - 223,200; Full time

Job summary

A financial advisory firm is seeking an Investment Advisor to focus on portfolio management and financial planning. The ideal candidate will have a degree in Finance or Economics and NISM certification in Equity Derivatives & Research. Responsibilities include providing customized investment advice, conducting portfolio reviews, and maintaining client relationships. This role offers 8 vacancies with a salary range of INR 15,000–20,000 per month.

Qualifications

• Graduate with NISM certification in Equity Derivatives & Research.
• Strong understanding of financial instruments and wealth products.

Responsibilities

• Provide customized investment advice across various financial instruments.
• Conduct periodic reviews of client portfolios.
• Build long-term client relationships.

Skills

Understanding of equity markets

Communication skills

Analytical mindset

Client relationship building

Problem-solving attitude

Education

Undergraduate/Graduate/Postgraduate degree in Finance, Economics, Business

NISM (Equity Derivatives & Research) certification

Job description

Address: Plot No. 4, Block - C, CommunityCentre, Pankha Road, Janak Puri, New Delhi-110058

Address: Plot No-156, Second Floor, Kapil Vihar, Pitampura, Near Metro Pillar 355, New Delhi-110034

Address: First Floor, Bansal Complex, Faizabad Road, Indira Nagar, Lucknow, Uttar Pradesh - 226016

Address: F13 &14, First Floor, Janpath Complex, Chakrata Road, Near Bindal Pul, Dehradun-248001, Uttarakhand.

Address: BH 804 to 809, Business Hub, Arved Transcube Plaza, Near Ranip GSRTC Bus Stand, Ahmedabad, Gujarat-382480

Address: Spot 18 Mall, 6th floor, Office No 614, Near Jagtap Dairy, Pimpri Chinchwad (PCMC), Pune, Maharashtra - 411017

Address: Office number 3, 3rd floor, Banali Apartment, Near Saraswat Bank, Nal Stop, Karvenagar, Pune, 411004

Address: Akshay Apartment, 2nd Floor, Bhandar Ali, Near Prabhat Talkies, Near Thane Railway Station, Thane (West)-400601

Address: 1008, 10th Floor, Haware Infotech Park, Opposite Vashi Railway Station, Sector 30 A, Vashi, Navi Mumbai-400703

Address: Tc 28/286, First Floor, Pound Road, Thycaud, Thiruvananthapuram, Kerala-695014

Address: No-23, BSNL Office Road, Gandhinagar, Main Road Dharwad, Dharwad, Karnataka-580004

Investment Advisor – Dwarka Mor Office

We are looking for an Investment Advisor who is a graduate with NISM certification in Equity Derivatives & Research. The role focuses on portfolio management, financial planning, and delivering high‑quality advisory services to clients.

Qualifications

• Undergraduate/Graduate/Postgraduate degree in Finance, Economics, Business or any other relevant stream.
• NISM (Equity Derivatives & Research) certification; other certifications such as NCFM, CFP are an advantage.

Key Skills

• Strong understanding of equity markets, financial instruments, and wealth products.
• Excellent communication and interpersonal skills.
• Analytical mindset with strong numerical and research abilities.
• Ability to build rapport and long‑term client relationships.
• Problem‑solving attitude with a client‑centric approach.

Key Responsibilities

• Understand clients’ financial goals, risk appetite, and investment horizon.
• Provide customized investment advice across equity, mutual funds, PMS, bonds, and other financial instruments.
• Conduct periodic reviews of client portfolios and recommend rebalancing strategies.
• Track equity markets, global trends, macro‑economic indicators, and sectoral movements.
• Prepare investment strategies and market outlooks for clients; share regular research insights.
• Ensure adherence to SEBI and internal compliance guidelines.
• Maintain proper documentation of KYC, investment plans, transactions, and advisory notes.
• Build long‑term relationships with clients by offering consistent follow‑ups and market updates; address client queries.

No. of Vacancies: 8 | Job Location: Dwarka | Salary: Negotiable (INR 15,000–20,000 per month)

Ternate Management Services Pvt Ltd – Company Profile