Counsellor
May 3, 2025
Desgination:-Talent Corner HR Services Pvt Ltd
Location:-Kolkata
Experience:-1 to 4 Yrs
Job Details:-
- Ability to understand and evaluate financial statements and reports.
- Managing clients investment portfolios.
- Staying abreast with fin markets, company updates/developments, research reports.
- Providing regular updates to clients regarding the status of their investment portfolios.
- Sending daily updates and market developments to clients.
- Understanding of different financial products like equities, debt, mutual funds, tax saving investments.
- Processing all client trades on the system.
- Clear understanding of all KYC norms all other compliances.
- Knowledge of how financial markets operate.
- Bachelors degree in Finance, Accounting, Business or related field.
- Proficient with numbers and MS Excel.
- Strong analytical skills.
- Ability to multi-task and work under pressure.
- Young, willingness to learn.
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