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.
/ Financial Services
Functional Area: Sales
, Business Development
Role Category: Retail Sales
Role: Sales/Business Development Manager
Employment Type: Permanent Job, Full Time