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0.0 - 4.0 years
0 Lacs
nagercoil, tamil nadu
On-site
You will deliver personalized investment solutions to help clients work toward their long-term financial goals. You should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. - Provide financial planning support to clients - Support investment professionals to cultivate client relationships - Prepare financial plans and check their accuracy Qualifications: - SSLC/ HSC/ Bachelor's degree in Finance or related field - Strong understanding of the investment business - Excellent interpersonal skills,
Posted 3 weeks ago
5.0 - 9.0 years
0 Lacs
haryana
On-site
In this role, you will deliver personalized investment solutions to assist clients in achieving their long-term financial objectives. Your responsibilities will include providing financial planning support to clients, assisting investment professionals in building client relationships, and ensuring the accuracy of financial plans. Key Responsibilities: - Provide financial planning support to clients - Support investment professionals in fostering client relationships - Prepare financial plans and verify their accuracy Qualifications: - Bachelor's degree in Finance or a related field - 5+ years of industry experience - Strong understanding of the investment business - Excellent interpersonal ...
Posted 3 weeks ago
4.0 - 8.0 years
0 Lacs
karnataka
On-site
Role Overview: You will be a part of the EQ Real-Time PL & Risk front office team, responsible for designing, developing, and supporting technology platforms that facilitate live position, PL, and risk evaluation, hedging, and trading activities. Your primary focus will be on building and managing platforms that offer real-time risk and PL data across the firm. Key Responsibilities: - Collaborate with R & D and application development teams to design, prototype, and implement high-performance real-time analytics solutions that can scale with the business - Assist in developing a market-leading portfolio PL and Risk platform for latency-critical processes, ensuring high visibility among tradi...
Posted 3 weeks ago
5.0 - 9.0 years
0 Lacs
jaipur, rajasthan
On-site
You will be responsible for delivering personalized investment solutions to assist clients in achieving their long-term financial objectives. This will involve creating financial plans and meticulously verifying the accuracy of information provided. Your key responsibilities will include: - Providing financial planning support to clients - Assisting investment professionals in nurturing client relationships - Developing financial plans and ensuring their precision To qualify for this role, you must have: - A Bachelor's degree in Finance or a related field - Over 5 years of experience in the industry - A solid grasp of the investment business - Exceptional interpersonal skills (Note: No addit...
Posted 2 months ago
5.0 - 9.0 years
0 Lacs
hassan, karnataka
On-site
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. You should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Responsibilities - Provide financial planning support to clients - Support investment professionals to cultivate client relationships - Prepare financial plans and check their accuracy Qualifications - Bachelor's degree in Finance or related field - 5+ years" of industry experience - Strong understanding of the investment business - Excellent interpersonal skills,
Posted 4 months ago
5.0 - 9.0 years
0 Lacs
jaipur, rajasthan
On-site
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. You should be comfortable creating financial plans and cross-checking work to ensure the complete accuracy of information. Responsibilities - Provide financial planning support to clients - Support investment professionals to cultivate client relationships - Prepare financial plans and check their accuracy Qualifications - Bachelor's degree in Finance or related field - 5+ years of industry experience - Strong understanding of the investment business - Excellent interpersonal skills,
Posted 4 months ago
5.0 - 9.0 years
0 Lacs
kanpur, uttar pradesh
On-site
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. You should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Responsibilities - Provide financial planning support to clients - Support investment professionals to cultivate client relationships - Prepare financial plans and check their accuracy Qualifications - Bachelor's degree in Finance or related field - 5+ years of industry experience - Strong understanding of the investment business - Excellent interpersonal skills,
Posted 4 months ago
5.0 - 9.0 years
0 Lacs
karnataka
On-site
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. You should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Responsibilities - Provide financial planning support to clients - Support investment professionals to cultivate client relationships - Prepare financial plans and check their accuracy Qualifications - Bachelor's degree in Finance or related field - 5+ years" of industry experience - Strong understanding of the investment business - Excellent interpersonal skills,
Posted 4 months ago
5.0 - 9.0 years
0 Lacs
tamil nadu
On-site
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. You should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Responsibilities Provide financial planning support to clients and assist investment professionals in cultivating client relationships. Prepare financial plans and verify their accuracy. Qualifications Bachelor's degree in Finance or a related field with at least 5 years of industry experience. You should have a strong understanding of the investment business and possess excellent interpersonal skills.,
Posted 5 months ago
5.0 - 9.0 years
0 Lacs
jaipur, rajasthan
On-site
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. You should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Responsibilities Provide financial planning support to clients. Support investment professionals to cultivate client relationships. Prepare financial plans and check their accuracy. Qualifications Bachelor's degree in Finance or related field. 5+ years of industry experience. Strong understanding of the investment business. Excellent interpersonal skills.,
Posted 5 months ago
5.0 - 9.0 years
0 Lacs
delhi
On-site
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. You should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Responsibilities - Provide financial planning support to clients - Support investment professionals to cultivate client relationships - Prepare financial plans and check their accuracy Qualifications - Bachelor's degree in Finance or related field - 5+ years" of industry experience - Strong understanding of the investment business - Excellent interpersonal skills,
Posted 5 months ago
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