MASTER MIND CONSULTANCY

<div>Job Title : Advisor / Investment Analyst
Experience : 4-6 Years 
 
Location : Gurgaon 
 
Roles &amp; Responsibilities:
<ul><li>Prepare portfolio review reports, rebalancing summaries and investment proposals. 
</li><li>Track market trends and conduct research on equity and debt products. 
</li><li>Support RMs with analytics, presentations and client interactions. 
</li><li>Maintain CRM updates, documentation accuracy and advisory execution quality. 
</li><li>Coordinate with research, product and compliance teams for smooth delivery.</li>
</ul>Requisites:
<ul><li>Experience in investment advisory, wealth management or analytics roles. 
</li><li>Strong analytical skills with proficiency in Excel and understanding of mutual funds &amp; asset allocation. 
</li><li>Good communication skills with a structured, detail-oriented approach. 
</li><li>Degree in Finance/Commerce; MBA/CFA/NISM preferred.</li></ul></div>

Advising and supporting high-value clients on their investment journeys, this role focuses on preparing insightful portfolio reviews, conducting research across markets and products, and ensuring seamless collaboration with relationship managers. The work directly shapes clients’ financial outcomes while fostering continuous learning in wealth management.

Advisor / Investment Analyst

Portfolio Review

Market Research

Equity and Debt Products

Excel

Mutual Funds

Asset Allocation

Financial Analytics

Client Interaction

Compliance Coordination

Join MASTER MIND CONSULTANCY and explore exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

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