Senior Analyst – Wealth Management

1 month ago


mumbai, India Arin Consultancy Private Limited Full time

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 reports

Client 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 training

Qualification Requirements

Graduation in any field and 2 + years experience as an analyst Certification: CFP/NISM 10A & 10B /CFA

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 client
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