- Part Time
- Work from Home
Company Name : FinGrowth Investments
Company Website : https://fingrowth.exlyapp.com/
Company Profile : At FinGrowth Investments we help Corporate Executives, Business Owners, Retirees build and diversify their portfolios. We work with clients to help them, step-by-step identify their financial goals and create a customised financial solution by optimising their asset allocation according to their risk profile. FinGrowth investments is a new age personal finance solutions firm that is changing the face of traditional investing approaches.
Job Profile & Responsibilities :
- Conduct research on different mutual funds and listed companies.
- Help Clients open Demat and mutual funds accounts.
- Assist in making financial plans and follow-ups.
- Review client portfolios and Rebalance their accounts accordingly.
- Work with industry softwares like Mutual Fund Utility.
Basic knowledge of Personal Finance. Any one CFP exam cleared candidates would be preferred. Freshers welcome.
Desired Candidate Profile :
- Ability to analyze financial information and comply with regulations
- Proficiency in MS Office and CRM systems
- Attention to detail and strong math skills
- Strong ethics, with a customer-oriented attitude
- Outstanding communication skills, with the ability to foster long-term relationships.
Additional Details :
We need young and enthusiastic candidates with quick learning abilities.
Work experience of 0-1 year
Salary Range : As per market standard
- Hiring Manager Details: