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11,00,000 - 21,00,000 P.A. Posted 36 days ago Job Applicants: 829 Job Views: 555

Job Description

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    Opening with One of the Leading Wealth Management Firm

    Position - Financial Analyst
    Location - Mumbai

    Job 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

    Note: Candidate having the  certification of CFP/Certified Financial Planner can only apply.

Salary: INR 11,00,000 - 21,00,000 P.A.

Industry: Banking / Financial Services / Broking

Functional Area: Financial Services , Banking , Investments , Insurance

Role Category:Financial Services/Stock Broking


Employment Type: Permanent Job, Full Time


Desired Candidate Profile

    Please refer to the Job description above


UG: Any Graduate - Any Specialization

PG:Post Graduation Not Required

Doctorate:Doctorate Not Required

Company Profile:

M/s Gi Human Resources And Services Pvt. Ltd.

One of the Leading Wealth Management Firm
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