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Investment Advisory
Scripbox
This job is no longer accepting applications
See open jobs at Scripbox.See open jobs similar to "Investment Advisory" Flourish Ventures.Bengaluru, Karnataka, India
Posted 6+ months ago
Welcome to Scripbox – India’s #1 digital wealth management company.
In a nutshell:
- Founded in 2012 to make investing easy for Indians, using tech and data science.
- Managing over Rs.15,000 Cr of assets across 4000+ pin codes.
- A team of 200 passionate members across Bangalore, Pune, Chennai, NCR, Chandigarh, and Mumbai.
- Award-winning, acknowledged by “FE Best Banks”, “Internet and Mobile Association of India” among others
- Recognised as India's best companies to work for by Great Place To Work® two years in a row
Why join us? As a Scripter you can:
- Make an Impact: Build a business you are proud of, empowering a million Indian families to be financially successful
- Thrive in Opportunity: Excel and learn in a challenging environment that brings out your best
- Enjoy an Open and Respectful Culture: Experience transparency and trust in interactions with clients and colleagues.
- Investment in You: Feel valued with our yearly learning allowance for continuous personal growth
Earn competitively: Get a salary aligned with market standards and performance rewards reflecting your contributions
Job Description
The Role requires the Candidate to perform the following core activities:
- Manage Client’s Investment Portfolios
- Build, monitor and maintain client portfolios as per the required asset allocation
- Take actions on portfolios as per research team’s recommendations
- Meet clients on a periodic basis and provide update on
- Portfolio performance
- Other service deliverables
- Prepare Financial Plans for Clients
- Advise clients to enable and guide them to make financial decisions
- Review and advise clients on external financial products
- Adherence to compliance requirements of the organisation and as per SEBI Investment Adviser regulations while performing the above activities
Other activities which may be expected from the role:
- Get leads and references from clients and increase wallet share with the clients
- Work with clients and support them to resolve their pending financial issues / queries
- It is recommended to have basic tax knowledge to support clients on tax planning
- Collaborate and work with external vendors on tax advice and estate planning advice
Candidate should possess the following for this opportunity:
- Good communication skills
- Eagerness to acquire knowledge and the Passion to learn & execute
- Basic Knowledge of Indian Equity and Debt markets and its products
- Keep updated on the latest financial concepts and financial products available in the Indian financial market. Knowledge of International financial products will be an added advantage.
- Systematic in approach and Attention to Detail
- Good analytical skills and ability to organise financial data of clients
- Ability to prioritise work for clients
- Agile and flexible at work to meet multiple client requirements which is deliverable at a similar time frame
- Confidence and Maturity to deal with Clients who are senior-level or mid-level corporate Executives
- Open to meeting clients on weekends
Qualification: MBA (or) CFA (or) CA (or) any Post Graduate in Finance
Mandatory Requirement: The candidate should obtain certification of the NISM – Investment Advisor – Level XA & XB exams within 6 months of joining the company.
This job is no longer accepting applications
See open jobs at Scripbox.See open jobs similar to "Investment Advisory" Flourish Ventures.