Client Associate(Mf, Pms)

2 weeks ago

Mumbai Maharashtra, India AimsHR Full time

Experience: 1 to 3 years’ experience Location: Bangalore / Mumbai / Delhi

Education: Graduate with AFP/CFP/QPFP Industry: Financial Services / Personal Finance

Job description:
**Supporting the Client Relationship Manager in identifying client needs and providing them with the right financial planning assistance.**

Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio Management Services (PMS), Direct Equity, etc.

**Good understanding of Mutual funds, PMS, and other investment products.**

Collaborating with various departments within the organization, including Research, Insurance, Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries.

**Engaging with both existing and prospective clients alongside the Client Relationship Manager and addressing client inquiries effectively.**

Providing clients with pertinent information and insights regarding portfolio reviews, Systematic Investment Plans (SIPs), and other relevant financial discussions.

Applicant Requirements**:Strong oral and written communication skills.**

Proficiency in MS Excel and PowerPoint.

**Experience in investment advisory within the financial services sector will be an added advantage.**

Openness to learning and utilizing technology.

Pay: ₹400,000.00 - ₹700,000.00 per year

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

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