Co Founder & Director at Altavis Pvt Ltd
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Product Manager - BFSI (2-4 yrs)
Product Manager - Investment & Family Office Advisory - Private Wealth Management
- Responsible for conducting comprehensive review of client portfolios, assess strategies for clients , identify opportunities and prepare customized asset allocation suggestions
- Will be managing the entire investment advisory process - client risk profiling, strategic asset allocations basis risk-return expectations and asset allocation based model portfolio
Looking at typically a Tier 1- 20011/2012 batch with 2 years type of experience.
Location Mumbai
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