Investment Advisor PYFOR HR(Propel Aspirations,Transcend Infinity)
PYFOR HR(Propel Aspirations,Transcend Infinity)
Office Location
Full Time
Experience: 5 - 5 years required
Pay:
Salary Information not included
Type: Full Time
Location: Karnataka
Skills: Financial planning, Portfolio Management, Client Acquisition, Risk management, Client Relationship Building
About PYFOR HR(Propel Aspirations,Transcend Infinity)
Job Description
Client of PYFOR HR(Startup is into Edu Welath Management,Study Abroad) About Client They serve the global banking needs of mass affluent resident Indians. With an initial focus on solving cross-border remittances, USD banking, and investment needs of our customers.They will eventually expand their offerings across savings, credit, insurance, and other verticals. Role Overview You will be advising clients on how to build a global investment portfolio and craft personalized financial plans for Indian families aiming to fund their children's overseas education. You'll analyze the clients needs, define the target corpus they need to fund their goals and curate personalized ETF portfolios for these clients in conjuction with our investment analyst team. A strong understanding of financial markets, risk management, and client relationship building is essential. Key Responsibilities: Clent Acquisition & Retention Portfolio Management Financial Planning Operational Efficiency Qualification: Experience 5 to 8 Years MBA,CA,CFA or CFP preferred Certifications NISM XA,XB,