We are a growing financial advisory firm focused on delivering comprehensive wealth management, investment planning, and financial solutions to individuals and businesses. Our mission is to provide honest, research\-backed advice that helps clients build and protect their wealth.
*Key Responsibilities:**
Assist clients in planning and managing their investments across various financial products like Mutual Funds, Insurance, Bonds, etc.
Prepare financial plans, reports, and presentations for client meetings.
Support senior advisors in research, client communication, and documentation.
Maintain client records, transaction data, and compliance files.
Track market trends and product performance; assist in investment reviews.
Coordinate with AMCs, insurers, and third\-party providers for execution and servicing.
*Skills \& Requirements:**
Graduate in Finance, Commerce, or related fields (MBA/CFP/NISM certification is a plus).
Strong communication and interpersonal skills.
Good knowledge of financial products, markets, and tax concepts.
Proficiency in MS Excel, Word, and financial planning tools.
Attention to detail and ability to manage multiple tasks.
*What We Offer:**
Opportunity to grow with a dynamic and ethical advisory practice.
Client\-facing exposure and mentorship from senior advisors.
Learning environment with access to industry tools and knowledge.