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 perks
- 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

📌 Investment Portfolio Analyst-CFP (Karnataka)
🏢 Jobs Territory
📍 Karnataka