Investment Officer
Thamarassery
•
Posted 4 months ago
Salary Range
₹30,000 - ₹55,000 / month
Experience
2–5 years
Education
Bachelor's Degree (Undergraduate)
Work Mode
On-Site
Role Overview & Description
We are looking for an Investment Officer to manage and guide client investment activities, analyze financial opportunities, and support wealth-building strategies. The candidate will evaluate investment options, assist clients in portfolio planning, and ensure compliance with financial regulations while delivering effective investment solutions.
Key Requirements & Responsibilities
• Analyze investment opportunities and financial market trends
• Assist clients in portfolio planning and investment decisions
• Monitor investment performance and provide reports
• Maintain client investment records and documentation
• Ensure compliance with financial and regulatory guidelines
Required Skills & Expertise
Investment Analysis
Portfolio Management
Financial Market Knowledge
Client Relationship Management
Analytical & Reporting Skills
Education & Study Field
Bachelor's Degree (Undergraduate)
Experience Required
2–5 years
Languages Required
English
Perks & Benefits
- House Rent Allowance (HRA)
Job Snapshot
- Job Code #JOB-2154
- Category Banking & Insurance
- Employment Full-Time
- Work Mode On-Site
- Shift Type Day Shift
- Deadline Jul 15, 2026
- Country India
- State / Province Kerala