recommendations aligned with client goals and risk profiles.
Conduct
research-driven investment recommendations
across mutual funds, PMS, AIFs, and other asset classes.
Partner with
Relationship Managers/Private Bankers
to develop and execute client investment strategies.
Monitor portfolio performance and provide regular reviews and insights.
Stay updated on market trends, products, and regulatory developments.
Preference:
Professionals with experience in
banks or wealth management firms
, providing investment advisory and portfolio management support to HNI/Ultra-HNI clients.
Qualifications:
Certifications:
NISM Series V-A (Mutual Fund) mandatory;
CFP
preferred.
Strong understanding of capital markets, investment products, and financial planning principles.
Excellent analytical, communication, and presentation skills
Job Types: Full-time, Permanent
Pay: ₹500,000.00 - ₹1,200,000.00 per year
Work Location: In person
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