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Investment Advisor

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Investment Advisor
Company:

Scripbox


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Investment Advisor

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Details of the offer

Scripbox is India’s largest and best-established digital wealth management service that helps its customers create wealth for their long-and-short-term goals.
Founded in 2012, Scripbox is a pioneer in the digital financial services category and is recognised for creating simple and elegant user experiences in a complex domain. We do this by simplifying complex investing concepts and automating best practices, so our customers can grow their wealth without worry. We achieve this by combining cutting-edge technology, data-driven algorithms, awesome UX and friendly customer support. 
Our task is ambitious and we like to work hard as well as smart. We want to build a team that relishes challenges and contributes to a new way of thinking and investing in India. We are also invested in the growth of our colleagues and providing a supportive and thriving working environment for everyone. We have been recognised by Great Place To Work® as one of India’s best companies to work for. 
Scripbox is making a difference in the world of personal finance and investing and we would like you to be part of the team that makes it happen.
Responsibilities:
Discuss with clients and understand their financial needs.
Customize and build short term and long-term portfolios for clients according to their needs & risk profile.
Manage asset allocation-based portfolios of HNI’s for long term wealth creation.
Prepare a comparison and advice on various financial products as requested by clients.
Analyze and recommend best suitable financial options for clients based on their scenarios and requirements.
Have periodic conversations with clients on portfolio performance and set appropriate expectations with the client regarding the portfolios.

Skill Sets required for the Role:
Savvy in the field of Personal Finance with good sense of numbers
Good communication skills
Expert Knowledge of various financial products available in the market
Good Knowledge of Financial markets
Desirable to have knowledge in macro-economics
Desirable to have some experience in handling clients

Qualifications:
Post-Graduate with 3-5 year’s of work experience in Investment Advisory firm or MF Industry or in a similar field. 
Should have NISM Series X-A & X-B - Investment Adviser Level 1 & 2 Certification.

Requirements

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