* Research and track Equity & Mutual Funds.
* Review client investment portfolios and prepare portfolio reviews.
* Interact with existing clients and understand their investment requirements.
* Follow up with clients and ensure timely completion of transactions.
* Maintain client records and investment-related reports.
Candidate Profile:
* 2+ years of experience in Mutual Funds, Equity, Wealth Management, Broking or Financial Services.
* Valuable understanding of equity markets and mutual funds.
* Strong communication and client-handling skills.
* Good knowledge of Excel/Google Sheets.
* NISM certification preferred.
* Should be proactive, analytical and good at follow-ups.
? Interested candidates can share their CV with us.
Hiring #InvestmentJobs #MutualFunds #Equity #WealthManagement #FinancialServices #DelhiJobs #EZYLIFE
📌 Investment Analyst (New Delhi)
🏢 EZYLIFE
📍 New Delhi
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.