Customer Support-Wealth management

3 - 7 years

0 Lacs

Posted:2 weeks ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Customer Support Executive in the Wealth Management department, your role will involve conducting comprehensive analysis of equities, Exchange Traded Funds, cryptocurrencies, and mutual funds to support informed investment decisions. You will be responsible for monitoring market trends, corporate actions, dividend events, and company financial performance. Additionally, you will assess investment opportunities and create detailed, data-driven research reports. Your contribution to the development of wealth management strategies and support for the investment advisory process will be crucial. Key Responsibilities: - Conduct comprehensive analysis of equities, Exchange Traded Funds, cryptocurrencies, and mutual funds. - Monitor market trends, corporate actions, dividend events, and company financial performance. - Assess investment opportunities and create detailed, data-driven research reports. - Contribute to the development of wealth management strategies and support the investment advisory process. Qualifications Required: - Strong analytical skills with the ability to conduct comprehensive financial analysis. - Good understanding of equities, Exchange Traded Funds, cryptocurrencies, and mutual funds. - Excellent communication and interpersonal skills to support clients in making informed investment decisions. As a Customer Support Executive in the Wealth Management department, your role will involve conducting comprehensive analysis of equities, Exchange Traded Funds, cryptocurrencies, and mutual funds to support informed investment decisions. You will be responsible for monitoring market trends, corporate actions, dividend events, and company financial performance. Additionally, you will assess investment opportunities and create detailed, data-driven research reports. Your contribution to the development of wealth management strategies and support for the investment advisory process will be crucial. Key Responsibilities: - Conduct comprehensive analysis of equities, Exchange Traded Funds, cryptocurrencies, and mutual funds. - Monitor market trends, corporate actions, dividend events, and company financial performance. - Assess investment opportunities and create detailed, data-driven research reports. - Contribute to the development of wealth management strategies and support the investment advisory process. Qualifications Required: - Strong analytical skills with the ability to conduct comprehensive financial analysis. - Good understanding of equities, Exchange Traded Funds, cryptocurrencies, and mutual funds. - Excellent communication and interpersonal skills to support clients in making informed investment decisions.

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