Advisors Investment Analysts

Delhi - India

Monthly Salary: Not Disclosed

Posted on: 17 hours ago

Vacancies: 1 Vacancy

Job Summary

Role Overview

Advisors support RMs with analytics proposals research and ensure advisory execution
quality.

Key Responsibilities

1. Portfolio Analytics
- Create reviews rebalancing reports
- Proposal simulations

2. Research Support
- Track performance
- Identify risks/opportunities

3. Client Interaction Support
- Join RM calls
- Analytical support

4. CRM & Advisory Execution
- Maintain CRM
- Document advice

Required Skills:

Investment AdvisoryInvestmentinvestment counsellors

Role Overview Advisors support RMs with analytics proposals research and ensure advisory executionquality. Key Responsibilities 1. Portfolio Analytics- Create reviews rebalancing reports- Proposal simulations 2. Research Support- Track performance- Identify risks/opportunities 3. Client Interaction ...