Investment Analyst
Bengaluru – 02/09/2024
Job Title
Investment Analyst
Job Location – Bengaluru
About RightFocus Investments Pvt Ltd (FinAtoZ)
Founded by IIT and IIM graduates, we are passionate about bringing high quality financial advice at affordable price. We enable individual investors to outsource their investments and tracking to achieve their long term goals effortlessly.
Job Title Investment Analyst
City Bangalore
Job Profile
•Preparing Review Reports for the customer. We have an in-house tool to create the review report of financial plan. We will provide training for the same.
•Handling customer queries related to investments, capital gains, etc.
• Analyzing different investment products.
Candidate Profile
• Knowledge of Mutual Fund (Mandatory)
• CWM (Preferred)
• Work Experience – 0 to 2 years (Preferred)
• Education – MBA-Finance / Post graduation in Finance (Preferred)
• Mutual Funds V-A Certification (Preferred)
