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Location

Noida | India

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Job description

- Provide client consultation to develop investment objectives

- Atleast 1-4yrs of experience working in Banks/Fintech companies is mandatory

- Provide advice and guidance for investment opportunities to customers

- Create reports on investment performance and activity

- Communicate with clients about their accounts, market conditions and economic trends

- Manage equity and bond portfolios to maximize investment returns

- Commensurate acceptable levels of risk based on client instructions

Requirements and skills

- Proven work experience as a Portfolio Manager or similar role

- Strong understanding of investment strategies and risk management

- Excellent verbal and written communication skills

- Strong analytical and problem-solving skills

- Master's/Bachelors degree in business, finance, investment or a related field preferred

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Job tags

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Salary