Investment Advisor - Retail & HNI

YourMoneyWise; Pune District; On-site; INR 1,400,000 - 2,200,000; Full time

Job summary

YourMoneyWise in Pune, India is seeking an investment advisor to provide personalized advice to retail and HNI clients on mutual fund products, build relationships, and assess financial needs.

The ideal candidate holds NISM Series V-A, X-A, X-B certifications, with proven mutual fund sales or advisory experience, and strong knowledge of capital markets.

Qualifications

• Graduate with NISM Series V-A, X-A, X-B certifications.
• Proven experience in mutual fund sales or investment advisory.
• Strong understanding of capital markets and investment products.

Responsibilities

• Provide personalized investment advice to retail and HNI clients on mutual fund products.
• Develop client relationships, assess financial needs, and recommend suitable investment solutions.

Skills

Mutual fund sales

Client relationship management

Communication skills

Education

Graduate with NISM certifications (Series V-A, X-A, X-B)

Job description

Pune, India Full Time 14-22 LPA 4-8 years

Description

Provide personalized investment advice to retail and HNI clients on mutual fund products. Develop client relationships, assess financial needs, and recommend suitable investment solutions.

Requirements

• Graduate with NISM certifications (Series V-A, X-A, X-B)
• Proven experience in mutual fund sales or investment advisory
• Strong understanding of capital markets and various investment products
• Excellent communication and client relationship management skills