Portfolio Planner - Mutual Funds (Bengaluru)

Portfolio Planner - Mutual Funds (Bengaluru)

06 Aug
|
SuccessR HR Tech
|
Bengaluru

06 Aug

SuccessR HR Tech

Bengaluru

Portfolio Planner with 1–3 years' experience in portfolio reporting, mutual funds, wealth management & asset allocation. Robust Excel, portfolio review, rebalancing, reporting & analytical skills. NISM preferred. Bangalore.

Required Candidate profile

Graduate in Finance/Commerce with 1–3 years in wealth management, portfolio reporting or mutual fund operations. Strong Excel, analytical, reporting & communication skills. NISM, CFP preferred.

📌 Portfolio Planner - Mutual Funds (Bengaluru)
🏢 SuccessR HR Tech
📍 Bengaluru

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