Senior Analyst – Wealth Management
3 weeks ago
Job Description of 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 reportsClient Management
client conversion portfolio management client meetings Portfolio Designing – Comprahensive and gold based FP / Need Based Analysis / Financial Plans / Switch | Profit-booking | redemption recos Client interaction – Queries (Tax, Investment, report related)Research
PR initiatives – Blog / Articles Training – Product trainingQualification Requirements
Graduation in any field and 2 + years experience as an analyst Certification: CFP/NISM 10A & 10B /CFAPersonal 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 client-
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