
Dgm Operations
2 weeks ago
Manages client assets according to investment preferences and goals.
- Meets with clients to assess asset status, needs, risks, goals and progress.
- Prepares financial statements, business activity reports and forecasts.
- Develops, organizes and maintains client portfolios.
- Studies market trends to maximize profits and identify investment opportunities.
- Supervises employees who assist in financial reporting and budgeting.
- Coordinates with property managers, brokers and other third parties.
- Fosters and maintains positive client relationships.
- Assesses financials for legal compliance.
- Reviews financial reports to find ways to reduce costs.
- Compiles and presents asset management reports to clients, supervisors and senior executives.
- Contributes to team efforts by accomplishing related tasks as needed.
**Salary**: ₹30,000.00 - ₹40,000.00 per month
**Benefits**:
- Cell phone reimbursement
Schedule:
- Day shift
Supplemental pay types:
- Performance bonus
Ability to commute/relocate:
- palayapalayam, Erode, Tamil Nadu: Reliably commute or planning to relocate before starting work (required)
**Experience**:
- total work: 1 year (preferred)
**Speak with the employer**
+91 7708065664
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