Job Title

Advisory Support

Job City

Any

Company Profile

International Money Matters is a SEBI Registered Investment Advisor which currently has a team of 50 spread over its offices in Bangalore, Mumbai, New Delhi, Hyderabad, and Chennai servicing its client base spread across India and the globe. The services offered include wealth management, financial planning, corporate partnerships, financial education, and NRI consulting. IMMPL identifies, prioritizes, outlines, and achieves financial goals through a disciplined, personalized, and research-based approach. IMMPL has various prestigious awards under its belt and was recently awarded the winner of Outlook Money Awards 2019 in the Registered Investment Advisor category. For more information about the company visit: http://www.immpl.com/

Job Profile & Responsibilities

• To support the Client Relationship Manager.
• To interact with various departments like Research and Operations to ensure faster response to clients’ queries.
• To interact and meet with existing clients and new clients
• Informing clients on various events like Portfolio reviews, SIPs, etc.
• Help in managing portfolios which include shares, mutual funds, insurance, etc.

Prefered Qualifications

Graduate (AFP / CFP preferred)

Desired Candidate Profile

• Good Oral and Written Communication Skills.
• Expert in MS Office – Word / PowerPoint / Excel.
• Attention to detail

Additional Details

Looking for a candidate with positive approach and good in Excel.

Salary Range

As Per Industry Standard

How to Apply

hr@immpl.com