Portfolio Manager

Finoviser Financial Services LLP · Navi Mumbai

Pay₹3L–5La year, as listed

WhereNavi MumbaiMaharashtra

TypeFull time

Posted7 Oct12 days ago, via Adzuna

Kaam checked

No fee, deposit or pay-to-apply signs

Good spoken and written English expected

Day work

No vehicle or licence needed

About this job

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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