Manager – Investment Planning
Mumbai |
Minimum 2 Year of experience
- Handling the B2B (business to business) initiative of the iGM (iFast Global Markets Vertical India) that focuses on developing tie-ups and managing relationships with financial advisors engaged in the business of selling financial products domestic as well as global
- Managing client onboarding and investments for advisory products.
- Conducting training programs for the financial advisors and being actively involved in their development process
- Updating clients periodically and reviewing their portfolios.
- Business Generation and Opportunity Identification
- Key Advisor Account Acquisition, Management and Relationship Building
- Planning, forecasting and reviewing of market trends
- Customer Relationship Management
- Providing support to Product & Marketing teams with ground views.
Requirements:
- CFA/CWM/Associate Planner with relevant experience
- Minimum 2 years of prior work experience
- Passionate, driven and result oriented and willing to take ownership
- Aptitude to constantly learn and update oneself with latest developments in the field of investments
- Ability for concept selling
- Effective Communication Skills