1 - 2 years
0 Lacs
Posted:3 days ago|
Platform:
On-site
Full Time
· Responsible for managing relationships with clients & providing investment advisory services
· Monitoring and managing client portfolios, developing and implementing investment strategies
· Get the Risk Profiling Done
· Portfolio Reviews with Clients
· Get Investment Top ups and increased Wallet Share
· Get References
· Responsible for Adding New Relationships & Acquire NRI Relationships
· Arranging for Investor Awareness Programs in Corporates
· Providing Solutions to them via various financial products and services like Mutual Funds, Portfolio Management Services, AIF’s, Startups & other Investment Products
· Knowledge of Financial Products and being well read about Market, and keeping up with market trends and news
· Attending Fund Manager Calls and Product calls and Meetings
· Get Acquainted with Morning Star Research Platform and other Software’s for Analysis
· Research and Analysis and Shortlisting of various Mutual funds schemes, PMS and other Investment products
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Salary: Not disclosed
sion, maharashtra, india
Salary: Not disclosed
sion, maharashtra, india
Salary: Not disclosed
