I am looking to recruit account manager, please send me your resume after considering following requirements.
To conduct need-based, secondary research into macro-economic matters and track asset class behavior.
To keep track of the various financial products like mutual funds, private equity, insurance, available in the market, analyse the same for efficiency and risk quality and provide insights to help create suitable recommendations.
To collect data for and produce financial plans for clients of the practice.
To track investments made by clients and analyze performance vis-à-vis established benchmarks, so as to identify areas of progress or concern.
To interact with clients, as and when necessary, to collect or supply information, achieve documentation procedures etc.
Desired Skills and Experience
Educational Qualification : MBA (Finance preferrable) or equivalent from institute of repute.
Work Experience : Protected content . Freshers welcome.
Candidates must be interested in a career in private wealth management, should have a natural flair for research and creative thinking and must be quick learners.
Critical Skill-set : Proficiency in use of office software - MS Excel & Powerpoint.