Home
Jobs
Companies
Resume
Skillventory logo

Investment Specialist

8 - 13 years

15 - 25 Lacs

Noida, Gurugram, Delhi / NCR

Posted:2 weeks ago| Platform: Naukri logo

Apply Now

Skills Required

Investment advisory Portfolio Management Asset Allocation investment counselor wealth management Investment Management Investment Portfolio

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities * Handhold and mentor Relationship Managers on investment advisory, asset allocation, and portfolio construction. * Conduct joint calls/meetings with clients to understand financial goals and provide personalized investment strategies. * Recommend suitable investment products including mutual funds, PMS, bonds, alternative investments, and structured products. * Monitor client portfolios regularly and suggest rebalancing strategies as per market changes and client needs. * Keep RMs updated with latest market trends, products, regulatory changes, and investment strategies.

More Jobs at Skillventory

Branch Manager (Liabilities)

Ahmedabad

7 - 12 yrs
|

INR 8 - 17 Lacs

Branch Sales Manager (Liabilites)

Vadodara, Ahmedabad

7 - 12 yrs
|

INR 4 - 8 Lacs

Branch Manager

Chennai, Hyderabad

7 - 12 yrs
|

INR 8 - 15 Lacs

Branch Manager

Chennai, Gopalapuram, Hyderabad

5 - 10 yrs
|

INR 8 - 17 Lacs

Customer Service Executive

Pune

3 - 5 yrs
|

INR 2 - 5 Lacs

Mock Interview

Boost Confidence & Sharpen Skills

Start Investment Advisory Interview Now
Skillventory
Skillventory
skillventory.com

E-learning and Skill Development

N/A

N/A Employees

189 Jobs

    Key People

  • John Doe

    CEO

  • Jane Smith

    Chief Operating Officer

RecommendedJobs for You

Investment Specialist

 QuickTurtle

Chennai, Surat, Bengaluru

QuickTurtle logo

Investment Specialist

 QuickTurtle

Chennai, Bengaluru, Surat

QuickTurtle logo

Investment Specialist

 Yes Bank Limited

Hyderabad / Secunderabad, Telangana, Telangana, India

Yes Bank Limited logo

Investment Specialist

 Money Honey Financial Services

Mumbai

Money Honey Financial Services logo

Investment Specialist

 QuickTurtle

Ahmedabad, Chennai, Surat

QuickTurtle logo

Investment Specialist

 Vivriti Asset Management

Ahmedabad, Gujarat, India

Vivriti Asset Management logo

Investment Specialist

 Kotak Mahindra Bank

Hyderabad

Kotak Mahindra Bank logo

Investment Specialist

 Assetplus

Chennai

Assetplus logo

Investment Specialist

 AssetPlus Technologies

Chennai

AssetPlus Technologies logo

Investment Specialist

 Money Honey Financial Services Pvt Ltd

Mumbai Metropolitan Region

Money Honey Financial Services Pvt Ltd logo