ANALYST/FINANCIAL PLANNER
Job Responsibilities Will Include:
Reporting:
- Regular reports – Daily / Weekly / PWMS
- Other reports – Product note / MF analysis report
- Client-centric reports – Monthly / Direct Equity (with customized factsheet) Capital Gains / Yearly reports
Client Management:
- Client conversion
- Portfolio management
- Client meetings
- Portfolio Designing – Comprehensive and goal-based FP / Need-Based Analysis / Financial Plans / Switch | Profit-booking / redemption records
- Client interaction – Queries (Tax, Investment, report related)
Research:
- PR initiatives – Blog / Articles
- Training – Product training
Qualification Requirements
- Graduation in any field or 8+ years of experience as an analyst
- Certification: CFP/NISM 10A & 10B /CFA.
- Exp: 0-5 Years.
Personal Attributes
- Capable of performing detailed financial and business strategy preparation and analysis.
- Analytical with the ability to independently work on Excel, PowerPoint, Word, etc.
- Knowledge of Financial Analysis and Business Statistics.
- Good verbal and written English skills Ability to interact with clients on an ongoing basis.
- Team player, self-motivated, and willing to work for a startup.
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