Posted By
Posted in
Banking & Finance
Job Code
1261279
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
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Posted By
Posted in
Banking & Finance
Job Code
1261279