Full-time

Portfolio Manager

Posted by Confidential • Navi Mumbai, Maharashtra, India

📍 Navi Mumbai, Maharashtra 🕒 March 03, 2026

About the Role

Roles and Responsibilities  

Certified Financial Planner
doing Financial Planning for HNI clients in their current role.
Financial planning includes goal planning, assessing risk appetite of clients as per their Goals and risk identifying his current investment

Desired Candidate Profile  

Perks and Benefits  

Ready to Apply?

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