Desired Candidate profile:
Designation/ Role: Client Associate
Experience: 1 to 3 years€™ experience
Location: Bangalore / Mumbai / Delhi
Education: Graduate with AFP/CFP/QPFP
Industry: Financial Services / Personal Finance
Job description:
€¢ Supporting the Client Relationship Manager in identifying client needs and providing them with the
right financial planning assistance.
€¢ Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio Management
Services (PMS), Direct Equity, etc.
€¢ Good understanding of Mutual funds, PMS, and other investment products.
€¢ Collaborating with various departments within the organization, including Research, Insurance,
Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries.
€¢ Engaging with both existing and prospective clients alongside the Client Relationship Manager and
addressing client inquiries effectively.
€¢ Providing clients with pertinent information and insights regarding portfolio reviews, Systematic
Investment Plans (SIPs), and other relevant financial discussions.
Applicant Requirements:
€¢ Solid oral and written communication skills.
€¢ Proficiency in MS Excel and PowerPoint.
€¢ Experience in investment advisory within the financial services sector will be an added advantage.
€¢ Openness to learning and utilizing technology.