Senior Analyst - Financial Planner - Wealth Management

Job Responsibilities will include:

Reporting :

- Regular reports - Daily / Weekly / PWMS

- Other reports - Product note / MF analysis report

- Client centric reports - Monthly / Direct Equity (with customized factsheet) / Capital Gains / Yearly reports

Client Management

- Client conversion

- Portfolio management

- Client meetings

- Portfolio Designing - Comprahensive and gold based FP / Need Based Analysis / Financial Plans / Switch | Profit-booking | redemption recos

- Client interaction - Queries (Tax, Investment, report related)

Research :

- PR initiatives - Blog / Articles

- Training - Product training

Qualification Requirements

- Graduation in any field and 8 + years experience as an analyst

Certification: CFP/NISM 10A & 10B /CFA

Personal Attributes :

- Capable of performing detailed financial and business strategy preparation and analysis

- Analytical with the ability to independently work on Excel, PowerPoint, Word etc.

- Knowledge of Financial Analysis and Business Statistics

- Good verbal and written English skills Ability to interact with clients on an ongoing basis

- Team player, self-motivated, willing to work for a startup