Portfolio Planner Mutual Funds Bengaluru (India)

Portfolio Planner Mutual Funds Bengaluru (India)

07 Aug
|
SuccessR HR Tech
|
India

07 Aug

SuccessR HR Tech

India

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. Solid Excel, analytical, reporting & communication skills. NISM, CFP preferred.

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

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