Search Jobs
Apply without registration
11,00,000 - 21,00,000 P.A. Posted 5 days ago Job Applicants: 676 Job Views: 363

Job Description

 
Send me Jobs like this
    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

Role:Analyst

Employment Type: Permanent Job, Full Time

Keyskills

Desired Candidate Profile

    Please refer to the Job description above

Education-

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
View Contact Details
Apply without registration
Similar Jobs
View All

IEIL has taken all reasonable steps to ensure that information on this site is authentic. Applicants are advised to research bonafides of advertisers independently. IEIL shall not have any responsibility in this regard. We also recommend that you visit Security Guidelines and Terms and Conditions for more comprehensive information on this aspect.

-or-
Max 2MB, doc, docx, rtf, pdf
We will create your profile