Investment Associate - Maharashtra - Klay

    Klay
    Klay Maharashtra

    4 days ago

    ₹900,000 - ₹2,200,000 (INR) per year *
    Description

    About the Investment Associate Role:

    The successful candidate will oversee and ensure the financial well-being of clients by collaborating effectively with internal and external stakeholders. This role requires strong analytical skills, attention to detail, and excellent time management capabilities.

    • Conduct in-depth portfolio evaluations for existing and prospective clients using industry-standard tools and databases.
    • Build comprehensive portfolios for existing and prospective clients, leveraging technical expertise to optimize results.
    • Presentation-ready client portfolio proposals will be prepared through effective use of visual aids such as charts graphs tables bullet points etc
    • Ongoing monitoring & rebalancing support is essential to maximize returns while minimizing risk for our valued customers

    To succeed in this challenging position you must have 1-2 years experience from BFSI sector.
    A MBA (Finance/Investments)/ CFA or graduate degree along with self-driven motivation organized teamwork time-management skill would also contribute heavily towards success.

    * This salary range is an estimation made by beBee
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