Senior Investment Counsellor CFP Certified -Lower Parel
Listing sourced from adzuna on 6/2/2026. CVCraft does not host this job; clicking Apply redirects to the source.
Job Description
Profile : 1. Portfolio Monitoring and Reviews 2. Support to RMsTeam Responsibility : 1. Building AUM( No Sales Based Assignment) 2. Prepare high Quality, customized Investment Insights, Document,Review for prospects / clients within TAT 3. Understand various investments options and providingcustomized Insights based on client/ prospects,suitability and risk profile. 4. Prepare yearly Review & Rebalancing reports for clients within TAT 5. Continuous monitoring and tracking portfolios of clients …
Salary Context for Product Manager
The US national median for Product Manager is $138,360.
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