Equity Advisor with leading wealth client_Lower Parel

from 2 to 7 year(s) of Experience
Not Disclosed by Recruiter

Job Description

Roles and Responsibilities 

investment ideas and portfolio recommendations with HNI clients Maintain MIS, portfolio analysis of new clients, Order executions, monitoring and reporting to clients, Market and stock updates, portfolio reviews. Data requests

Desired Candidate Profile 


Perks and Benefits 


Role:equity advisor

Salary: Not Disclosed by Recruiter

Industry:Banking, Financial Services, Broking

Functional Area:Other

Employment Type:Full Time, Permanent

Education-

UG:Any Graduate in Any Specialization

PG:MBA/PGDM in Any Specialization

Doctorate:

Company Profile

FORPPLE CONSULTING PRIVATE LIMITED

client is one of the leading wealth management company in India and part of a large Group, which is among the leaders in the Indian financial services space.
Company Info
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Contact Company:FORPPLE CONSULTING PRIVATE LIMITED