Desired Candidate Profile:
Designation/ Role: Client Associate
Experience: 1 to 3 years experience
Location: Bangalore / Mumbai / Delhi
Education: Graduate with AFP/CFP/QPFP
Industry: Financial Services / Personal Finance
Job description:
Supporting the Client Relationship Manager in identifying client needs and providing them with the
right financial planning assistance.
?? Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio Management
Services (PMS), Direct Equity, etc.
?? Good understanding of Mutual funds, PMS, and other investment products.
?? Collaborating with various departments within the organization, including Research, Insurance,
Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries.
?? Engaging with both existing and prospective clients alongside the Client Relationship Manager and
addressing client inquiries effectively.
?? Providing clients with pertinent information and insights regarding portfolio reviews.
Experience 1 - 3 Years
Salary 5 Lac To 7 Lac P.A.
Industry Sales & Marketing / Business Development / Telecaller
Qualification B.Com
Key Skills Mutual Funds Sales Investment Advisor Portfolio Manager Financial Planner Product Portfolio Management Client Servicing Client Service Operations
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