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Waytogo Consultants logo

Investment Counselor

6 - 11 years

7 - 15 Lacs

Bhubaneshwar, Lucknow, Patna

Posted:2 months ago| Platform: Naukri logo

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Skills Required

Wealth Management Team Handling B2B Mutual Funds PMS Investment Advisory

Work Mode

Work from Office

Job Type

Full Time

Job Description

Roles and Responsibilities Manage client portfolios by providing investment advice, analyzing market trends, and making informed decisions on asset allocation. Develop and maintain strong relationships with clients to understand their financial goals and objectives. Collaborate with internal teams to ensure seamless execution of transactions and timely communication with clients. Stay up-to-date with industry developments, regulatory changes, and best practices in wealth management. Provide guidance on mutual funds, PMS, AIFs, structured products, bonds, stocks, fixed income instruments etc.

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Waytogo Consultants
Waytogo Consultants
www.waytogoconsultants.com

Consulting

San Francisco

50 Employees

82 Jobs

    Key People

  • Jane Doe

    CEO

  • John Smith

    COO

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