Investment Manager
Recruit Bazaar · Mumbai · onsite · Posted 34d ago
₹3.0L - ₹4.2L PA0–2 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Manage and service existing clients from the office.
Handle client queries, portfolio updates and investment-related requirements.
Follow up on investments, documentation and transactions.
Understand client portfolios and financial objectives.
CV share on [phone removed]
Handle client queries, portfolio updates and investment-related requirements.
Follow up on investments, documentation and transactions.
Understand client portfolios and financial objectives.
Required Candidate profile
Candidates from Mutual Funds, Wealth Management, Financial Advisory, Broking, Private Banking or Investment backgrounds preferred.CV share on [phone removed]
Sourced from naukri
Skills
Investment managementInvestment ProductsFinancial ProductsMutual FundsPortfolio ManagementPortfolio HandlingWealth Management