8 - 12 years
10 - 14 Lacs
Posted:23 hours ago|
Platform:
Work from Office
Full Time
Designing personalized financial plans for clients based on their investment needs, goals, and risk profiles, incorporating SIPs, lumpsum investments, and insurance.
Conducting buy-side research on mutual fund schemes across different categories and AMCs, and evaluating fund managers' strategies.
Analyzing consistency in fund performance, risk-adjusted returns, and ensuring the recommended funds align with clients financial goals.
ACME SERVICES PRIVATE LIMITED
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