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Valued in
every way

At Right Horizons, we value every individual and trust them to do the best for our clients. We support our people with well-designed products and knowledge resources, enabling them to understand and satisfy customer requirements better. In short, our vision extends to you and your career path, and we believe in growing together.

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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