Swanirbhar
Website:
swanirbhar.in
Job details:
Company Description
Swanirbhar is redefining higher education by enabling students to learn through building real ventures under the mentorship of seasoned entrepreneurs. Leaving behind traditional lectures, the focus is on providing the right tools and guidance to ensure measurable outcomes. Swanirbhar empowers students to graduate, not just with a degree, but with a revenue-generating business.
Role Description
This is a full-time on-site role for a Senior Investment Consultant (Revenue Sharing) located in the Greater Kolkata Area. The primary responsibilities include offering expert financial planning, advising clients on investment opportunities, and tailoring investment strategies to meet individual goals. Additionally, the role involves conducting market analysis, building long-term client relationships, and delivering exceptional customer service.
Qualifications
- Strong expertise in Financial Planning and Investments
- Proven experience in crafting and implementing Investment Strategies
- Foundational knowledge in Finance and related analytics
- Excellent Customer Service and communication skills
- Proficiency in market research and financial analysis tools
- Highly developed interpersonal and relationship-building skills
- Bachelor’s degree in Finance, Economics, Business, or a related field (Master's degree preferred)
- Relevant certifications such as CFA or CFP are a plus
- Ability to adapt quickly to new trends and client needs
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