Investment Advisor
- Type:
- Full Time
- Location:
- Nehru Place - Delhi
- Description:
-
Role : Investment Advisory & Financial Planning (SEBI RIA)
About Company : Established in 2016, Truemind Capital Services (www.truemindcapital.com) is a fee-only, fast growing & funded fintech advisory firm with unique and high-quality offerings in the investment management industry. Run by professionals from IIT/CFA/CFP background, TMCS is a SEBI Registered Investment Adviser (RIA) which provides professional, unbiased, and personalized investment management solutions at an affordable cost. TMCS does not earn any commissions and therefore is a true fiduciary to its clients.
Website : www.truemindcapital.com
Candidate Eligibility Criteria
Education Qualification : CFPCM/MBA (Finance; Economics; Business Management)/CFA Charter holder/CA
Residence : Delhi NCR
Education Background : Finance
Work Experience (Yrs) : Min. 2 Years & Max 6 Years in Credit Research & Analysis/Wealth Management/Portfolio Management/Mutual Funds Research/Financial Planning/Investment Research & Analysis
Work Profile : Advising clients in wealth/portfolio management, mutual funds, financial planning
Certification : Preferred CFPs or NISM Investment Advisor XA and XB
Communication : Good written and spoken English communication
Soft Skills : Presentable; analytical; good interpersonal skills; quick learner
Job Description
- Advising clients on investment planning, goal-based financial planning and strategies
- Analysis of investment portfolios and suggesting suitable investments
- Preparing reports and presentations for investor awareness and client engagement
- Educating potential clients regarding the various services offered by the firm in an offline or online meeting
- Help in creating content for social media marketing and other educational initiatives
Miscellaneous Details (No. of Positions – 5)
- No product selling targets
- Mon to Fri full day working (9:30 AM to 6:15 PM) and Saturday half-day working
- Work from Office Role; Meeting clients face to face when required
Salary (CTC) : INR 6 Lakhs to 12 Lakhs depending upon the candidate
- Hiring Manager Details: