- Client Assessment: Understanding client goals, risk appetite, and financial situation to recommend suitable schemes.
- Investment Advisory: Providing insights into market trends, fund performance, and investment strategies.
- Portfolio Management: Assisting with portfolio review, rebalancing, and switching funds when necessary.
- Regulatory Compliance: Ensuring compliance with SEBI and AMFI regulations.
- Administrative Support: Sending reminders for SIP dates, managing paperwork, and assisting with transactions.
Job Types: Full-time, Permanent, Fresher, Internship
Contract length: 3 months
Pay: From ₹12,000.00 per month
Benefits:
- Cell phone reimbursement
- Flexible schedule
Work Location: On the road
