? Portfolio Management: Designing, implementing, and monitoring investment strategies to achieve clients' financial goals and objectives, and ensuring that their investment portfolios are well diversified and aligned with their risk tolerance.
? Investment Analysis: Conducting in-depth analysis of various investment options, including bonds, mutual funds, insurance, PMS, and alternative investments, to identify investment opportunities that align with clients' objectives.
? Risk Management: Analyzing and managing the risks associated with various investment options, and ensuring that clients' portfolios are structured to manage risks effectively.
? Client Relationship Management: Building and maintaining relationships with clients, providing regular updates on the performance of their portfolios, and addressing their concerns and questions in a timely and professional manner.
? Compliance: Ensuring that all investment activities comply with regulatory requirements and internal policies and procedures.
? Reporting: Preparing regular investment reports for clients and management, providing analysis of portfolio performance and recommending changes where necessary.
? Client Engagement: Daily involvement in engaging with clients, identifying clients requirements related to investment, statements, portfolio reviews & providing them satisfactory solutions.
? Transaction Execution: -On the basis of identifying client needs, helping clients to execute the transaction whether it is Online or Offline. Providing After-sales services as well to clients
. REQUIRED SKILLS
? A successful candidate should possess strong analytical skills, excellent communication and interpersonal skills, and a deep understanding of the financial markets and investment strategies. One should also be highly organized and detail-oriented, with the ability to work well under pressure and manage multiple priorities effectively.
? Prior experience with an investment advisory firm, private wealth, NBFC, or a bank will be preferred.
? Knowledge about mutual funds will be an added advantage.
ACADEMIC QUALIFICATIONS
? Any Graduate/ Post Graduate with the certification of NISM V-A OR NISM Series VIII will be preferred.
REMUNERATION, LOCATION, AND BENEFITS ? Location: Noida ? Compensation: Commensurate to the skills and experience of the candidate. ESOPs will be granted after one year of service. ? We promise a professional working environment with ample fun factor!