Job Description- Financial Planning, Portfolio Strategy & Reporting of existing portfolio- Identifying opportunities within the clients existing portfolio based on product team recommendations across Mutual Funds, MLD, AIF, PMS, Bonds, Debentures & other products- Support the Senior Private Banker in business development- Handling Documentation & transactional workGrowth Path- The Account Manager who showcases good performance and has spent reasonable time in the role will be provided with an opportunity to progress into an Independent wealth advisor by the companyEducation Qualification- MBA in Finance, CA, CFA - level 2Experience- 0 to 3yrs in BFSI/NBFCLocation- Chandigarh, and candidate from local or nearby can apply.
Job Title
Account Manager