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Investment Planning Manager

1 week ago


Mumbai, Maharashtra, India Emkay Global Financial Services Limited Full time
About the Role

We are seeking an experienced Investment Planning Manager to join our team. As a key member of our wealth management team, you will be responsible for providing high-quality investment advice to clients. Your primary focus will be on creating comprehensive investment plans that meet the unique needs of each client.

Key Responsibilities:
  • Developing and implementing customized investment strategies for individual and institutional clients
  • Conducting thorough research and analysis to identify potential investment opportunities
  • Maintaining accurate records of client interactions and portfolio performance