Financial Advisory and Portfolio management Professional

Merits Capital In Association With Motilal Oswal; New Delhi; On-site; INR 400,000 - 800,000; Full time

Job summary

Merits Capital In Association With Motilal Oswal is seeking a skilled financial advisor to develop and implement comprehensive financial plans for clients, provide expert investment guidance, and manage client portfolios in line with their goals. The role demands rigorous market analysis and regulatory awareness to inform sound decisions.

You will collaborate with cross-functional teams to deliver exceptional client service, stay abreast of industry developments, and ensure timely, compliant

Qualifications

• Develop and implement comprehensive financial plans and strategies for clients.
• Provide expert advice on investment products and services to clients.
• Manage and maintain client portfolios, ensuring alignment with their financial goals.
• Conduct thorough analysis of market trends and economic conditions to inform investment decisions.
• Collaborate with cross-functional teams to deliver exceptional client service.
• Stay up-to-date with regulatory changes and industry developments to ensure compliance.

Job description

• Develop and implement comprehensive financial plans and strategies for clients.
• Provide expert advice on investment products and services to clients.
• Manage and maintain client portfolios, ensuring alignment with their financial goals.
• Conduct thorough analysis of market trends and economic conditions to inform investment decisions.
• Collaborate with cross-functional teams to deliver exceptional client service.
• Stay up-to-date with regulatory changes and industry developments to ensure compliance.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.