.. growing need for digital transformation. Explore more about us at: ** WHAT INTELLECT OFFERS YOU: FT 8012, World's First FinTech Design Center for Financial Institutions, We have a rich and truly diverse work environment that is bustling with creative energy and individual perspectives from 29 nationalities .. read more
We are hiring for the role of Manager, who will be responsible for acquiring new clients & managing their portfolio for providing them with better investment solutions & services to facilitate easy wealth creation.
Roles & Responsibilities
- New clients and Increase engagement of existing client by providing complete financialplanning solutions
- regular communications with client regarding information, research and material of the organization
- and diversify existing client portfolio on a regular basis and provide guidance accordingly
- out quarterly/ annual portfolio review and analysis of the client's investment portfolio to ensure that the investments are in line with the client's expectations and risk profile.
- coordinate with product and research team for taking investment decision for the clients.
- clients on various investment ideas based on the suitability to their risk profile, return expectation, asset allocation, liquidity needs etc. viz., Portfolio Management Services,
Qualifications and Requirements
Candidate should be MBA
Excellent verbal and written communication skills
Minimum 3 years prior experience with financial service sector such as Capital Markets, Mutual Funds, Financial Institutions will be given preference
Job location
Jaipur and Mumbai
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