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Assistant Manager

Company
Sinhasi Consultants Pvt. Ltd.
Description

  • Sound understanding of wealth management and asset allocation concepts
  • Monitor, implement & updating of customized personal financial plans.
  • Implementation of investment recommendations.
  • Sound understanding of investment products across asset classes
  • Coordinate with all the  financial / investment  product manufactures  
  • Compare, analyze and regular monitoring and review of investment  products across asset classes
  • Excellent communication skills & Meeting Clients to explain and review their Financial Plans with strong client retention skills 
  • Sound excel skills with good focus to ensure zero error work for service excellence
  • Good understanding of current economic, market, political, global affairs.
Position
Assistant Manager
Qualifications
Graduate/Post Graduate; Certified Financial Planner
Experience
2 – 3 years’ experience in financial services sector
Additional Information
Send your resume at contactus@sinhasi.com
No. of Vacancies
2
Remuneration
As per Industry standards
Location
Bangalore