Investment Advisor / Investment Counsellor WOW Softech

7.0 - 12.0 years

22 - 37 Lacs

bengaluru

Work from Office

Role & responsibilities Drive portfolio performance: achieve financial targets and deliver ROI exceeding benchmark indices. Advise Wealth Managers on the latest investment products and asset-class views. Propose new product ideas to the Investment Committee. Optimize and automate investment processes, with due focus on regulatory compliance. Build and maintain strong client relationships through transparent updates and quarterly reviews. Assess and manage risks in alignment with client goals, ensuring confidentiality and governance. Collaborate across teams to foster a culture of strategic innovation. Maintain compliance, acquire necessary certifications/licenses, and uphold best practices. ...

Posted 1 month ago

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Portfolio Strategist / Portfolio Specialist WOW Softech

7.0 - 12.0 years

22 - 37 Lacs

Bengaluru, Mumbai (All Areas)

Work from Office

Posted 3 months ago

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