Assistant Manager - Investment Advisory Team (Janakpuri)

Assistant Manager - Investment Advisory Team (Janakpuri)

09 Aug
|
Finclin Investment Advisors
|
Janakpuri

09 Aug

Finclin Investment Advisors

Janakpuri

Evaluate Investor Portfolios periodically, discuss it with IA and share desired reports with clients

Manage and Strengthen client relationships through content and knowledge sharing

Initiate, execute & record all proposed investment transactions based on client interactions

Perform Mutual Fund (MF) research and Portfolio analysis regularly

Being up to date about the capital market events and trends, market outlook and all investment products

Attending AMC CIO/Fund Manager conferences and keeping abreast with all MF categories & products

Creating Investor Awareness campaigns for existing and recent clients by simplifying finance concepts.

Proficient in MS Office

Good understanding of Financial Market Fundamentals

Excellent Communication Skills.

📌 Assistant Manager - Investment Advisory Team (Janakpuri)
🏢 Finclin Investment Advisors
📍 Janakpuri

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