
Portfolio Manager
12 hours ago
Senior Portfolio Strategist
About the Role:We are seeking a dynamic and experienced Certified Financial Planner with a proven track record in relationship management to serve as a trusted advisor to our clients.
In this role, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships.
The ideal candidate will have a deep understanding of the Indian financial market, regulatory environment, and client needs, ensuring that our clients receive holistic and goal-oriented financial advice.
Key responsibilities include:
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