Assistant Manager

22 hours ago

Janak Puri New Delhi, India Finclin Investment Advisors Full time ₹ 4,00,000 - ₹ 12,00,000 per year

Your Role at FinClin Investment Advisors:

Evaluate Investor Portfolios periodically, discuss it with IA and share desired reports with clients

Manage and Strengthen client relationships through content and knowledge sharing

Initiate, execute & record all proposed investment transactions based on client interactions

Perform Mutual Fund (MF) research and Portfolio analysis regularly

Being up to date about the capital market events and trends, market outlook and all investment products

Attending AMC CIO/Fund Manager conferences and keeping abreast with all MF categories & products

Creating Investor Awareness campaigns for existing and new clients by simplifying finance concepts.

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