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 creative marketing initiatives
- Representing the organization in public and corporate-sponsored events

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

Required Skills-

- Keen interest to learn and grow as a financial advisor
- Excellent communication, interpersonal and listening skills
- Negotiation and influencing skills as well as determination and tenacity
- Attention to detail
- Research and analytical skills
- Ability to engage with people and build deep and high-quality relationships

📌 Senior Portfolio Analyst (Karnataka)
🏢 Jobs Territory
📍 Karnataka