AddressAnalytics & Business Intelligence Mumbai Mumbai November 16, 2023 - November 16, 2024 Wealth Management
Job Overview
- Office Location (Area) Mumbai
- Salary Offer Open for discussion
- Min Required Experience (Years) 2
- Max Required Experience (Years) 7
Job Description of Analyst/ Financial Planner
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 2 + 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 client
