Client Associate-assistant to Rm - Delhi, Delhi, India - AimsHR

AimsHR
AimsHR
Verified Company
Delhi, Delhi, India

1 month ago

Deepika Kaur

Posted by:

Deepika Kaur

beBee Recuiter
Description
Experience: 1 to 3 years' experience Location: Bangalore / Mumbai / Delhi

Education:
Graduate with AFP/CFP/QPFP Industry: Financial Services / Personal Finance


Job description:

Supporting the Client Relationship Manager in identifying client needs and providing them with the right financial planning assistance.
Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio Management Services (PMS), Direct Equity, etc.


Good understanding of Mutual funds, PMS, and other investment products.


Collaborating with various departments within the organization, including Research, Insurance, Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries.


Engaging with both existing and prospective clients alongside the Client Relationship Manager and addressing client inquiries effectively.
Providing clients with pertinent information and insights regarding portfolio reviews, Systematic Investment Plans (SIPs), and other relevant financial discussions.

Applicant Requirements
:
Strong oral and written communication skills.
Proficiency in MS Excel and PowerPoint.


Experience in investment advisory within the financial services sector will be an added advantage.
Openness to learning and utilizing technology.


Pay:
₹400, ₹700,000.00 per year


Experience:

- total work: 1 year (preferred)


Work Location:
In person
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