Desired Candidate Profile:
Designation/ Role: Client Associate
Experience: 1 to 3 years experience
Location: Bangalore / Mumbai / Delhi
Education: Graduate with AFP/CFP/QPFP
Industry: Financial Services / Personal Finance
Job description:
Supporting the Client Relationship Manager in identifying client needs and providing them with the
right financial planning assistance.
�� Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio Management
Services (PMS), Direct Equity, etc.
�� Good understanding of Mutual funds, PMS, and other investment products.
�� Collaborating with various departments within the organization, including Research, Insurance,
Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries.
�� Engaging with both existing and prospective clients alongside the Client Relationship Manager and
addressing client inquiries effectively.
�� Providing clients with pertinent information and insights regarding portfolio reviews.
Salary
5 Lac To 7 Lac P.A.
Industry
Marketing / Advertising / PR / Media Planning
Key Skills
Mutual Funds Sales Investment Advisor Portfolio Manager Financial Planner Product Portfolio Management Client Servicing Client Service Operations
