![Ethos Wealth Management Pvt. Ltd.](https://media.trabajo.org/img/noimg.jpg)
Mutual Fund
2 weeks ago
Job Roles & Responsibilities:
New Clients:
Existing Funds & Insurance Analysis. Data Collection for Income, Expenses, Assets and Liabilities.
- Create Investment Proposals and Enter Data in to Software and Excel
- Track Goals, Asset Allocation, SIP & STP Reconciliations
- Create Review Reports and Portfolio Analysis and Product Notes
- Share Executiuon Plans, SIP Portfolios and Portfolio related communication with clients
Salary:
₹8, ₹42,862.93 per month
Benefits:
- Cell phone reimbursement
- Flexible schedule
- Health insurance
- Paid sick time
- Paid time off
Schedule:
- Day shift
Supplemental pay types:
- Performance bonus
- Yearly bonus
Ability to commute/relocate:
- Bengaluru, Bengaluru Urban , Karnataka: Reliably commute or planning to relocate before starting work (required)
Experience:
- total work: 2 years (required)
- mutual funds: 1 year (preferred)
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