Portfolio Planner

1 week ago


Bengaluru, Karnataka, India Successr Hr Tech Full time ₹ 5,00,000 - ₹ 15,00,000 per year

Seeking a detail-oriented Portfolio Analyst to support investment decision-making.

Responsibilities include retirement & goal planning, client portfolio analysis, asset allocation, reviews, and reporting to drive financial goals.

Required Candidate profile

CFP or finance professionals with 2+ years' experience in financial planning, mutual funds, investment reviews & client servicing

Strong analytical skills, goal-based planning knowledge


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