{"@context":"https://schema.org","@type":"JobPosting","title":"Investment Portfolio Analyst-CFP","description":"

Qualifications -

Graduate in any discipline, post-graduation will be an added advantage
Certified Financial Planner (CFPCM) I Certifications in NISM X-A and X-B will be an added advantage
Minimum 2 years of experience in financial services industry

Key Responsibilities -

Create and manage tailor-made portfolios for clients that meet their financial needs and requirements
Providing timely and sound financial advice to maximize client benefits
Ensuring active client engagement and participation in financial planning through after-sales service and client outreach
Work with the Wealth Advisors on fulfilling the service and redemption requests
Assist in writing and sending customer reports
Generate revenue by aligning appropriate financial instruments to meet clients financial goals. Job involves working with reasonable targets
Acquiring new clients through referrals and innovative marketing initiatives
Representing the organization in public and corporate-sponsored events

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