07 Aug
|
Bonanza Portfolio
|
Kolkata
07 Aug
Bonanza Portfolio
Kolkata
Role & responsibilities :
Providing 360-degree Financial Assessment Services, Wealth Management Services and by doing portfolio rewiring of the various client segments, Assisting in Financial Planning. Key products to be handled are - Portfolio Management Services, Model Portfolio, Mutual Funds, Insurance, Bonds, Financial Planning
Work Experience Requirements (Skills):
Robust Numerical Ability, Analytical Skills, Knowledge of financial Assets, Numerical Data Interpretation Skills.
📌 Finance Executive (Kolkata)
🏢 Bonanza Portfolio
📍 Kolkata