Investment Advisor

Truemind Investment Adviser Private Limited

Delhi / NCR1 yr expNot SpecifiedIn OfficeNot disclosed

Posted 2 months ago

b2bRisk AssessmentPortfolio Management

Job Description:

  1. Advising clients on investment planning, goal-based financial planning and asset allocation strategies
  2. Analysis of investment portfolios and suggesting suitable investments
  3. Preparing reports and presentations for investor awareness and client engagement
  4. Educating potential clients regarding the various services offered by the firm in an offline or online meeting
  5. New client conversions from the leads provided by the company
  6. Must have: Candidates should have at least CFA Level 2 or Level 3 cleared, or possess an educational background in Economics.
  7. Must be from Advising clients in wealth/portfolio management, mutual funds, financial planning


Communication:

Good written and spoken English communication

Soft Skills Presentable; analytical; good interpersonal skills; quick learner, ownership mindset