Mutual Fund

2 days ago


Bengaluru, India Ethos Wealth Management Pvt. Ltd. Full time

Job Roles & Responsibilities:
1. New Clients: Existing Funds & Insurance Analysis. Data Collection for Income, Expenses, Assets and Liabilities.

2. Create Investment Proposals and Enter Data in to Software and Excel

3. Track Goals, Asset Allocation, SIP & STP Reconciliations

4. Create Review Reports and Portfolio Analysis and Product Notes

5. Share Executiuon Plans, SIP Portfolios and Portfolio related communication with clients

**Salary**: ₹8,281.77 - ₹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 - 560080, 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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