Research Analyst - Product Head
Subhshanti Wealth Private LimitedFixed
₹18,000 - ₹50,000
Earning Potential
₹50,000
Fixed
₹18,000 - ₹50,000
Earning Potential
₹50,000
Job highlights
Urgently hiring
34 applicants
Benefits include: Laptop
Job Description
- Preparing Financial plan reports & financial models for HNI clients
- Scenario and ratio analysis, goal planning, Quantitative analysis.
- End to end client handling and managing client investment needs .
- Speaker for financial awareness sessions for Corporates.
- Worked on various projects for analysis and building a product.
- Investment Planning and Portfolio monitoring
- Worked on structuring & planning projects and its output.
- Preparing and maintaining SOPs, trackers and dashboardsPreparing and maintaining SOPs, trackers and dashboards
- Internal and inter team training on Financial topics
- Preparing financial plan and reports for clients.
- Analysing and summarizing financial performance of clients
- Handling client queries and understanding their needs
- Onboarding new clients on the platform
- Training sessions for partner company and their team
- Preparing decks and presenting presentations to corporates
- Managed and handled Referral Program
- Written blogs on topics relevant to Financial Markets
Job role
Job requirements
About company
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The candidate should have completed Graduate degree and people who have 3 to 31 years are eligible to apply for this job. You can apply for more jobs in Hyderabad to get hired quickly.
The candidate should have Basic English skills and sound communication skills for this job.
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