Investment Advisor (New Delhi)

Investment Advisor (New Delhi)

28 Aug
|
Infinity Exists
|
New Delhi

28 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
Recent 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

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