Sharekhan Limited, India
Website:
sharekhan.com
Job details:
Company Description Mirae Asset Sharekhan, founded in 1995, is a leading full-service brokerage and wealth management firm that was among the first to introduce online trading in India. The company serves a diverse client base of over 3.1 million through 120+ branches and 4,400+ business partners. It offers a comprehensive suite of financial solutions, including mutual funds, stocks, IPOs, PMS, AIFs, ETFs, corporate deposits, futures and options, commodities, and bonds. Mirae Asset Sharekhan executes over 1.1 million trades daily, supported by strong research, experienced relationship managers, and investor education initiatives. Sharekhan Limited is a SEBI-registered stockbroker and AMFI-registered mutual fund distributor; full registration details are available at www.sharekhan.com.
Role Description The Investment Portfolio Advisor is a full-time, on-site role based in Valsad, focused on helping clients plan and manage their investment portfolios in line with their financial goals and risk profiles. This role involves meeting clients, understanding their financial objectives, conducting portfolio reviews, and recommending suitable investment strategies across products such as mutual funds, equities, bonds, and other securities. The advisor will analyze market trends and firm research reports, prepare investment proposals, and monitor portfolio performance to ensure alignment with client needs. Daily activities include providing timely updates, responding to client queries, supporting account-related transactions, and ensuring compliance with regulatory and internal guidelines. The role also includes coordinating with branch teams and relationship managers to deliver a consistent, high-quality client experience.
Qualifications
- Candidates should possess skills in Financial Planning and Finance to assess client goals, risk tolerance, and overall financial health.
- Candidates should possess skills in Investments and Investment Strategies to construct, review, and optimize diversified portfolios.
- Candidates should possess strong Customer Service skills to build relationships, manage client expectations, and provide responsive support.
- Solid understanding of capital markets, mutual funds, equity and debt instruments, and regulatory guidelines (SEBI, AMFI) is beneficial.
- Relevant academic background in Finance, Commerce, Economics, Business, or a related field; professional certifications such as NISM, CFP, or similar are an advantage.
- Strong analytical and numerical skills, proficiency with basic portfolio and trading tools, and the ability to communicate complex concepts in clear, simple language.
- Ability to work in a branch environment, meet performance and compliance targets, and collaborate effectively with internal teams.
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