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Senior Investment Manager

india, Gujarat, Surat

Full–time

Posted on: 3 days ago

🔹 Key Responsibilities:
  • Handle daily operational work related to investment .
  • Maintain client records, documentation, and data management.
  • Coordinate with the sales team and clients for smooth processing of investments.
  • Prepare daily, weekly, and monthly reports.
  • Support the team in client onboarding and account processing.
  • Ensure proper documentation and organized record keeping.

    • 🔹 Skills Required:
  • Organized, responsible, and detail-oriented personality.
  • Basic knowledge of investment Service will be an advantage.
  • 📩 Send your CV: hr@finportalin.com