Rajeev Deshwaria

Investment Specialist – (Advisory) Portfolio Management Services

Finance Mumbai, Delhi Delhi, Mumbai PMS - Wealth Management

Job Overview

  • Office Location (Area) Mumbai, Delhi
  • Salary Offer 20 - 23 LPA
  • Required Certification CA/CFA
  • Min Required Experience (Years) 3
  • Max Required Experience (Years) 8

Qualifications:

 

CFA must, preferably with CA professional qualification OR MBA with specialization in Finance (Full Time, premium B schools).

 

Work Experience (highlight): 3 – 8 years in Advisory role

 

Core Purpose of the Role:

Providing investment advice to Companies clients following an advisory process and try to achieve superior risk adjusted returns for client’s portfolio. Enabler to relationship team with domain expertise and investment knowledge.

 

Responsibility:

The main responsibility is to explain and pitch our PMS.

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