Portfolio Manager

Finoviser Financial Services LLP · Navi Mumbai

Pagaar₹3L–5Lsaal, jaisa likha hai

KahanNavi MumbaiMaharashtra

TypeFull time

Posted7 Oct14 din pehle, Adzuna se

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Is job ke baare mein

Analyse client’s financial status (e.g., income, expenses and liabilities) Examine and suggest financial opportunities (e.g., insurance plans, investment strategies) Develop sound financial plan and budgets for clients according to their changing needs. Help clients implement their plans and carry out transactions. Present and sell suitable financial products and services. Build strong relationships to retain existing clients. Maintain updated knowledge of regulations, practices and financial p…

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