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Financial Analyst -CFP

5 - 10 YearsMumbai

INR 15,00,000 - 22,50,000 P.A.Openings: 1Posted: 34 days agoJob Applicants: 154Job Views: 289
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Job Description

Financial AnalystJob Description-         Handling client portfolio-       Prepare financial plans for the HNI customers- Periodically review customer Risk profiles and readjust the investor portfolios-         Review aligned customers? portfolio on periodical basis-         Review the funds performance and take actions- Research on new products like mutual funds, shares, insurance, real estate, PMS and generate advisory and recommendation reports-         Actively managing client relationship- Adhere to SEBI Advisory compliance requirements- Strong process oriented and documentation- Ability to work in team comfortably- Excellent communication skills especially interacting skills with HNIs? both spoken and written- Very good presentation and excel skills 

Salary: INR 15,00,000 - 22,50,000 P.A.
Industry: Banking / Financial Services / Broking
Functional Area: Sales, Retail, Business Development
Role Category: Retail Sales
Role: Sales/Business Development Manager
Employment Type: Permanent Job, Full Time

Company Profile

M/s Gi Human Resources And Services Pvt. Ltd.
Gi Group is one of the world's leading companies in the area of human capital solutions providing services in various domains of talent acquisition. The group is active in the field of Search & Selection, Domestic & International Recruitment, Temporary & Permanent Staffing, Recruitment Process Optimization (RPO), Executive Search and HR Consulting & Training.
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Contact Details

Recruiter Name:Deepika Pradhan

Contact Company:M/s Gi Human Resources And Services Pvt. Ltd.



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