We are looking for an experienced Investment Management Executive to support clients with investment solutions and manage investment-related activities.
Key Responsibilities
- Understand client investment requirements and provide suitable solutions
- Assist in portfolio management and investment planning
- Develop and maintain client relationships
- Track market trends and investment opportunities
- Support sales and advisory activities
- Maintain client records and documentation
Requirements
- Experience in investment management / wealth management / broking field
- Knowledge of mutual funds, equity, and financial products
- Solid analytical and communication skills
Pay: ₹15,000.00 - ₹18,000.00 per month
Application Question(s):
- Do you have any previous work experience in financial service industry ?
Work Location: In person
📌 Investment Management Executive – Wealth Management & Advisory (India)
🏢 Hopezen International Private
📍 India
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