Company Profile

Role and ResponsibilitiesGather financial and industry data from company reports, Bloomberg, FactSet, and other sources. Maintain and update research databases for accuracy and completeness. Assist in analyzing business drivers, macroeconomic factors, and industry trends. Support in preparing charts, graphs, and datasets for internal presentations. Help in building and updating financial models under analyst guidance. Ensure timely delivery of model inputs and verify data accuracy. Draft ...

Role Overview The Affluent Client Relationship Manager will be responsible for acquiring and managing relationships with affluent clients, advising on financial planning, and achieving sales targets for mutual funds and alternate investment products. The role requires exceptional interpersonal, analytical, and sales skills. Key Responsibilities 1. Client Acquisition and Relationship Management - Identify, prospect, and acquire new high-net-worth clients (HNWIs). - ...