Manager – Investment Planning
Mumbai | Minimum 2 Year of experience
 
Responsibilities:

  •          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
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