Financial Planner
- Type:
- Full Time
- Location:
- Mumbai - Prabhadevi (MO Head office)
- Description:
-
Company Name : Motilal Oswal Private Wealth
Company Profile : Financial Services
Qualification & Education Criteria required : Graduation + CFA or CFP completed or in last year pursuing. Open to can look at candidates with experience in portfolio management.
Salary range : upto 4 - 6 lakhs only
No. of Vacancies : 6 to 8
Company Website : https://www.motilaloswalgroup.com/
Job Description :
- Understand requirements from sales team, and prepare financial plans, portfolio reviews, investment proposals in line with requirements (risk profile, investment horizon, return expectations etc.)
- Comprehensive understanding of investment products and solutions offered to investors (Mutual Funds, PMS, AIFs, Structured Products etc.)
- Showcase investment insights in deciphering information better to investors
- Assist sales team in client meetings, if required
- Proactively engage with sales team for product and advisory calls from time to time
- Advanced excel skills is a pre-requisite & Power point skills
- Hiring Manager Details:
-
Vidhisha Umrakia
Direct: 9372787728 Mobile: 9372787728