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 prospects
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
Robust 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 ?