Experience
1 - 2 yrs
Job Location
Vadodara, India
Vacancy
1
Designation
Investment Advisor
Job Type
ONSITE
Job Description
Position: investment adviser hni uhni
Location: Vadodara, Gujarat, India
Department: Wealth Management / Investment Advisory
PrimeIdea Ventures is seeking a Investment Adviser (HNI/UHNI) to join our team.
Key Responsibilities- M.com / MS Finance / MBA in Finance or related field.
- 1-2 years of experience in Investment Advisory / Wealth Management / Financial Planning.
- NISM Certificate required or willing to obtain within the joining period.
- Provide personalized investment advice and financial planning solutions to HNI and UHNI clients.
- Design and implement goal-based financial plans considering client s risk appetite, time horizon, and financial objectives.
- Conduct portfolio analysis and recommend suitable investment strategies across mutual funds, insurance, and other financial products.
- Manage and grow client relationships through consistent communication and portfolio reviews.
- Acquire new clients through referrals, networking, and business development activities.
- Stay updated on market trends, product knowledge, and regulatory guidelines.
- Salary: 1,80,000 - 2,24,000 per annum
- Incentives: Attractive performance-based incentives
- Perks: Additional allowances and benefits
Note: Comprehensive training will be provided on various financial products, client management, and advisory techniques.
If you re passionate about the financial-services industry, enjoy building relationships, and thrive in a fast-paced B2B environment, we d love to hear from you!
To apply, please submit your resume and a brief cover letter.