01Key Responsibilities
Assist in preparing investment proposals, portfolio summaries, and financial plans for clients.
Conduct research on market trends, mutual funds, equities, and other investment instruments.
Support relationship managers in client onboarding, documentation, and account management.
Update and maintain client data, investment records, and CRM systems.
Participate in meetings and help create presentations or reports for client reviews.
Analyze financial statements and assist in risk profiling of clients.
Coordinate with cross-functional teams for seamless client servicing.
Stay updated on current market news, regulatory changes, and financial products.
Qualifications & Skills:
PG/UG degree in Finance, Commerce, Economics, or Business Administration.
Strong analytical and numerical ability.
Proficiency in MS Excel, PowerPoint, and basic financial modeling.
Good communication and presentation skills.
Detail-oriented, eager to learn, and proactive in approach.
What Youll Gain:
Exposure to real-world wealth management practices and client engagement.
Mentorship from experienced financial advisors.
Opportunity to understand investment products, portfolio diversification, and financial planning.
Compensation: 200,000.00 - 400,000.00 per year
Benefits:
Cell phone reimbursement
Internet reimbursement
Provident Fund
Work Location: In person
