Portfolio Manager
N53 TECHWORKS LLP · Bengaluru · hybrid · Posted 29d ago
₹14.0L - ₹15.0L PA3–6 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
PeakAlpha is looking for a Portfolio Manager to create and manage tailor-made investment portfolios aligned with clients’ financial goals and requirements. The role involves providing investment and financial planning advice, portfolio reviews.
Sourced from naukri
Skills
Negotiation & Client EngagementCertified Financial PlannerMutual FundsPortfolio ManagementClient AcquisitionWealth ManagementInvestment AdvisoryClient Relationship ManagementFinancial PlanningNISM XA XB Certification