Portfolio Accountant Jobs in Mumbai,India - 24987257

Job Description:

Job Profile Responsible for end to end customer service of high net worth individuals and assisting the Relationship Manager in maintaining healthy client relationships
Interact with the various teams like Team Fulfillment, Research, Financial Planning, Insurance, Operations, etc to ensure adequate supply of information to the customer
Help in managing portfolios which include shares, mutual funds, insurance etc
Prepare investment proposal by selecting products with asset allocation approach agreed upon as per the financial plan of the client
Provide detailed financial product recommendation on Mutual Funds, Direct Equity, FDs & Bonds, PMS Products, Insurance, Tax Advisory and Estate Planning
Informing clients on various events like Portfolio reviews, SIPs etc
Conduct regular review and analysis on client portfolios

Candidate Profile Portfolio Accountant / Relationship Officer
Qualification MBA Finance / equivalent
CFP Preferred
Experience- 1-4 years

Profile Summary:

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