Management Trainee-Financial Planning
This is a discussion on Management Trainee-Financial Planning within the Freshers Jobs forums, part of the Interviews and Job Listings category; Job Profile: 1. Assessment and analysis of client’s current financial position with reference to Equity, Mutual Funds, Fixed Income ...
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07-05-2005, 07:27 AM
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Management Trainee-Financial Planning
Job Profile:
1. Assessment and analysis of client’s current financial position with reference to Equity, Mutual Funds, Fixed Income assets and Life/ Medical Insurance 2. Work out an asset allocation strategy for clients by taking a holistic look at their life-cycle of income, expenses, savings, investment and their financial goals. 3. Monitor the strategy, manage the investment portfolio and complete execution of Equity, Mutual Funds, Fixed Income and Insurance investments for clients. 4. Studying the equity & mutual fund market and reviewing the portfolio of clients on a periodic basis 5. Understanding the IPO market and servicing clients on the new issues Candidate Profile: 1. Candidate should be MBA with some experience in a financial industry and want to make a career in Financial Planning. -------------------------------------------------------------------------------- Additional Information Position Type: Full Time, Permanent -------------------------------------------------------------------------------- Contact Information hr@krchoksey.com K R Choksey Shares & Securities Pvt Ltd Fax: 56919576     
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