Junior Wealth Manager at Nishtha Investments
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Nishtha Investments - Junior Wealth Manager (0-3 yrs)
Employment Type : Full-time
Experience : 0-2 years- experience
Salary : CTC 1.5 to 1.8 lac
Industries : Financial Service -
Designation : Jr. wealth managers
Job Description :
- Interacts primarily with clients for Investment Philosophy Equity Investments based on solid research.
- meeting with HNI & Ultra HNI do the calling & Set meeting do the targets also .
- Must display a high degree of professionalism and integrity. Must have problem resolution ability, management skills and communication skills.
- Must be comfortable working with and developing client-specific analytics using quantitative and qualitative data.
- Requires understanding of Finance, Accounts, Accounting Standards and Ratios etc.
- Understanding the business model & research reports.
- Coordination with the financial analyst team, research managers etc for smooth functioning of organization.
- Qualifications : MBA -Finance , B.com M.com
- NISM series XA level 1 & level 2 (compulsory clear)
Skills Required Understanding of Accounts and Finance
- Good Knowledge of Microsoft Excel and other office application.
- Should be a team player
-Good Communication Skill
Company Description :
Nishtha Investments a financial services company focused on the intersection of fundamental financial modeling and Web-enabled information delivery. The Company's unique combination of investment research experience, modeling expertise, capabilities enables it to provide industry-leading financial research tools and services for investors, analysts, funds rising for Corporates and corporate management.
Nilesh patil
Founder & CIO
Nishtha Investments
Registered & corporate office :-38/1, Kalyan Apartment, Prabhat Rd, opp. Cafe Coffee Day, Pune, Maharashtra 411004
8788813242
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