Experience
3 - 6 yrs
Job Location
Kolkata, India
Vacancy
1
Designation
Investment Advisor
Job Type
ONSITE
Job Description
D.B.S.Finvest Private Limited is looking for Investment Advisor to join our dynamic team and embark on a rewarding career journey
Provide expert financial guidance to clients, helping them achieve their investment goals.
Responsibilities- Analyze client financial situations.
- Develop personalized investment strategies.
- Manage client portfolios.
- Educate clients on investment options.
- Maintain client relationships.
- Relevant financial certifications (e.g., CFP).
- Strong understanding of investment principles.
- Excellent communication and interpersonal skills.
- Analytical and problem-solving abilities.
- Proficiency in financial software.
Experience: 3+ years in financial planning or investment management
Skills: Analytical mindset, excellent communication, and client management