CFO,CFP,Portfolio Manager

  • icon job experience 1 - 2 Years
  • icon job opening 1 Openings
  • icon salary 2.0-2.8 Lac/Yr
  • icon job location Nagpur
  • Face-to-Face interview Face-to-Face interview
Key Skills

CFO CFP Mutual Fund CFT Portfolio Management Portfolio Manager

Job Description

our strategy and people help us deliver the industry’s most successful top-down, bottom-up investment process. Now, we are seeking an experienced portfolio manager who can add a fresh, unique approach to our team. • Effectively use metrics and data visualization to report progress and support data-driven decision-making at the team or organization level

• Be an integral member of our advisory team, providing financial planning and investment advisory services to an individual client base of all ages and stages of wealth

• Deliver sound investment advice and strategies strategy based on market performance

• Manage the day-to-day operations of the portfolio, establish the working plan of each project phase

• Analyze and appraise the effectiveness of sales methods, costs, and results

• Facilitate project review and checkpoint meetings• Bachelor’s degree in finance or related field

• Current certificates, which may include CFA, CFP, CAIA

• 1-2 years of financial or investment experience

• Knowledge of securities, insurance, and mutual fund industries

• Personal integrity and the ability to keep client and company confidences

• Proficient with financial planning software
  • Experience

    1 - 2 Years

  • No. of Openings

    1

  • Education

    B.Com, Chartered Accountant, M.B.A/PGDM, M.Com, Post Graduate Diploma

  • Role

    Portfolio Manager

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

About Imperial Money Pvt Ltd

Imperial Money is a dedicated company that provides personalized services for wealth creation. It is an all-around choice to go for to induce your monetary assets at ease with multiple innovative prospects that add more value to your profile. The services and ideas include innovative products, best-in-class experience, mutual funds, and equities.
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