Senior Manager, Investment Advisory

As a Senior Manager in Wealth Management (Advisory) at Guardian Capital, you will be a part of an Elite Wealth and Asset Management firm, recognized as the best investment advisory firm in India by CNBCTV18. We offer services in Wealth Management, Financial Planning, and Taxation tailored to meet individual client needs. - Research: - Monitor the performance of invested funds. - Participate in fund manager calls to align internal research with external opinions. - Financial Planning: - Develop financial plans and present them to clients. - Collaborate with team leaders to collect necessary data. - Update client information and adjust plans as needed. - Client Service: - Gather required documents and information during client onboarding. - Conduct purchase cost analyses when requested. - Hold regular meetings with clients to address inquiries and resolve issues. Your daily activities will involve allocating time as required for the above responsibilities. If you have a Master's degree in Business Administration (Finance or related field) and a minimum of 2 years of relevant experience, along with pursuing CFP or holding NISM Investment Advisory-A & B tests, NISM VA, XXI A, we encourage you to apply. The salary range for this position is 8 to 10 lac pa for Freshers and 10 to 12 lac pa for Experienced candidates. Guardian Capital values integrity, passion, and commitment to excellence. With ample opportunities for career advancement and a fun work environment, every team member's role is meaningful. Join us in making a significant impact on the quality of life for the families who entrust us with their savings. Mode of Work: Office-based (5 days a week) Location: Jubilee Hills, Hyderabad Bond: One year Interested candidates can submit their resumes to hr@gcia.in. More information about Guardian Capital can be found on our websites at www.gcia.in, www.guardianholdings.in, and www.guardianassetmanagement.in. Learn more about us at https://yourstory.com/2020/02/guardian-capital-investment-banker-snapdeal-zomato.,