Portfolio Manager

Confidential • Navi Mumbai, Maharashtra • Posted May 28, 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  