21 Aug
|
Infinity Exists
|
New Delhi
21 Aug
Infinity Exists
New Delhi
Advising clients on wealth /portfolio management,financial planning,mutual funds,asset allocation strategies
Analysis on investment portfolio,suggesting suitable investments
Preparing reports,presentation
Current client conversion
Required Candidate profile
3+ years of exp in wealth /portfolio management,financial planning,mutual funds, asset, investment research and analysis
CFP or NISM Investment Advisor XA and XB required
Excellent communication skill
📌 Investment Advisor (New Delhi)
🏢 Infinity Exists
📍 New Delhi