Investment Specialist Fresher Job

Investment Specialist

Kochi

Start date
Starts Immediately
CTC (ANNUAL)
₹ 2,40,000 - 3,00,000 ₹ 2,40,000 - 3,00,000 /year
Experience
0 years
0 years experience
Apply By
12 Dec' 24
Posted 2 days ago
Fresher Job

About the job

Key responsibilities:

1. Manage client portfolios in alignment with company guidelines and standards
2. Plan and execute comprehensive client financial planning
3. Develop and implement effective business development strategies
4. Network and build business connections
5. Conduct equity research and stay updated on market trends
6. Organize and facilitate business events as directed by management
7. Provide excellent client service and manage operational tasks
8. Allocate focus on business (70%), client service and operations (20%), and equity and capital market research (10%)

Skill(s) required

Client Relationship Effective Communication Financial literacy

Other requirements

1. Finance and MBA Graduates preferred

Salary

Annual CTC: ₹ 2,40,000 - 3,00,000 /year

Number of openings

2

About SquareLeague Ventures

At SquareLeague, we are a team of ex-bankers who have come together on a common platform to provide our clients a world-class financial advisory and wealth management keeping the superlative interests of all stakeholders in mind.

Acknowledging the fact that unbiased advice is trivial in the market these days, We have formulated our team of professionals who are passionate about providing unbiased advice and the best service to all who associate with us. As independent financial advisors, we have the flexibility to access financial products from a variety of companies and platform providers which gives us the freedom of providing several avenues to choose from.
Activity on Internshala
Hiring since April 2024
5 opportunities posted
1 candidate hired
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