Job Description

Key responsibilities:

1. 1. Analyzing and research different products like stocks, insurance, gold, bonds, mutual funds, PMS etc. Writing product notes
2. 2. Researching on various topics relating to financial planning and investment for presentations/articles on various platforms
3. 3. Creating and monitoring client reports like financial plans and maintaining client records and portfolios
4. 4. Liaising with financial product manufacturers and vendors

Candidate Preferences:

Eager to learn about financial planning and research