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Financial Planner in A Top Market Player in Stock Broking Industry

Keywords / Skills : "Financial Planner", financial advisor, financial analyst, wealth manager, Wealth Advisory, Wealth Advisor, Investment Advisor

2 - 9 years
Posted: 2018-05-10

Banking/ Financial Services
Banking, Insurance & Financial Services
Securities Analyst/ Stock Broker
4.00 - 6.00 lacs
Posted On
10th May 2018
Job Description
Company: A Leading Broking Firm

Designation: Financial Planner

Location: Delhi

Qualification : Min Graduate

Roles and Responsibilities:

-Responsible for preparing financial plans for HNIs
-Portfolio review for prospects.
-Discussing and explaining financial plans to given timeline.
-Responsible for handling relationships with assigned clients.
-Managing their portfolios and advising them on actionable based on portfolio allocation, market situation, etc. with focus on clients risk profile.
-Preparing presentations for client meetings based on market data, in order to arrive at investment/divestment rationale.

If you are interested in the same then please send your UPDATED PROFILE on marsha(a) and I shall get in touch with you at the earliest possible. You may contact me on +91 9029050627 for further queries.

In case the above role does not match with your skills, kindly share the same mail with your friends or colleagues who would be looking for similar role.

Warm Regards,
Marsha Rodrigues
Mobile: 9O29O5O627
Email ID: marsha(a)

About Company

Leading Recruitment Firm in Mumbai specializing in Stock Broking Industry.
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