- Preparing Financial plan reports & financial models for HNI clients
- Scenario and ratio analysis, goal planning, Quantitative analysis.
- End to end client handling and managing client investment needs .
- Speaker for financial awareness sessions for Corporates.
- Worked on various projects for analysis and building a product.
- Investment Planning and Portfolio monitoring
- Worked on structuring & planning projects and its output.
- Preparing and maintaining SOPs, trackers and dashboards
- Internal and inter team training on Financial topics
- Preparing financial plan and reports for clients.
- Analysing and summarizing financial performance of clients
- Handling client queries and understanding their needs
- Onboarding new clients on the platform
- Training sessions for partner company and their team
- Preparing decks and presenting presentations to corporates
- Managed and handled Referral Program
- Written blogs on topics relevant to Financial Markets
Work Experience
- Minimum 3 years of work experience in mutual fund industry or similar
Educational Qualification
- Graduate with economics, commerce background. Post-graduation in economics or MBA in Finance or equivalent.
Job Types: Full-time, Permanent
Pay: From ₹20,000.00 per month
Benefits:
- Health insurance
- Provident Fund
Experience:
- Corporate finance: 5 years (Required)
Work Location: In person
