Associate Manager - Investment Advisory Team
Finzoom Investment Advisors · Delhi · onsite · Posted 34d ago
Undisclosed0–5 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Your Role at FinClin Investment Advisors:
- Assist Investment advisory team willl all operations aspects for managing firm's clients
- Speak to all AMCs representatives w.r.t all investment products
- Initiate, execute & record all proposed investment transactions based on client interactions
- Assist team with data gathering in Mutual Fund (MF) research and Portfolio analysis periodically
- Being up to date about the capital market events and trends, market outlook and all investment products
- Attending AMC CIO/Fund Manager conferences and keeping abreast with all MF categories & products
Sourced from naukri
Skills
rInvestment ProductsResearchInvestment Advisoryoperations
About Finzoom Investment Advisors
Finzoom Investment Advisors
₹10.2L PA avg
Avg at Finzoom Investment Advisors
About
We are not Agents or Brokers and hence we work for our clients, we invest your money ONLY through ’Direct’ Plans, hence saving a big cost annually. We understand every individual is unique, so are their solutions. Our solutions are facilitated by our in-house research unit. We charge nominal fees for our services.
Employee ratings
10 reviews
3.2/ 5
Culture
3.5
Career growth
3.3
Work-life
3.6
Employees rate it well for
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