Investment Executive

1 week ago


Ekkattuthangal Chennai Tamil Nadu, India d2ffa6de-0266-471f-b8b1-7d75f3051c3c Full time ₹ 2,40,000 - ₹ 4,80,000 per year

Key Responsibilities:

  • Develop and implement investment strategies aligned with client or company goals, conduct thorough market and financial data analysis to identify opportunities, and perform risk assessments.
  • Create, manage, and monitor investment portfolios, making adjustments as needed to optimize performance and ensure they align with client objectives and risk tolerance.
  • Build and maintain strong relationships with clients, meet with them to discuss their financial goals, and provide expert advice and regular updates on their investments.
  • Prepare detailed reports and presentations on investment strategies and performance for clients and management, and ensure all activities comply with financial regulations and policies.
  • Conduct in-depth research on potential investments and perform due diligence to evaluate risks and returns.
  • Liaise with financial analysts, brokers, and other industry professionals to stay informed and improve processes.

Skills and qualifications:

  • Ability to analyze complex financial data and develop long-term strategies.
  • Proficiency in building financial models to assess investment performance and risk.
  • Excellent verbal and written communication skills to present recommendations and build client trust.
  • Deep understanding of market trends, economic indicators, and various investment products.
  • Knowledge of relevant financial regulations and legal requirements.

Job Type: Full-time

Pay: ₹18, ₹20,000.00 per month

Work Location: In person


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