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11/02 Bhumika
Managing Partner at Kairos Consulting India

Views:6921 Applications:395 Rec. Actions:Recruiter Actions:354

Investment Specialist - BFS (3-8 yrs)

Mumbai Job Code: 663526

Job Description :

- Supporting RMs in activating clients under advisory services

- Maintaining client portfolios, conducting periodic reviews and recommending new product ideas.

- Understanding and profiling client's risk appetite, accordingly advise on investment opportunities.

- Updating portfolio and balancing it whenever required based on market dynamics.

- Creating investment proposals basis house view and recommending to the client. The proposals are documented and strictly adhered to the bank's compliance.

- Internally, liaising with the product, research and Investment Strategy team and fund managers on developments.

- Understanding of wide product categories such as Mutual Funds, Structures, PMS, Bonds etc

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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