Manage a portfolio of client relationships, recommending mutual fund, insurance and structured investment products aligned to each client's risk profile and goals. Prepare portfolio reviews, track fund performance against benchmarks, and coordinate with the research desk ahead of client meetings.
Requires a valid NISM certification and comfort presenting investment recommendations directly to clients.
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Research Analyst HSBC · MumbaiApply
HSBC Careers
Research AnalystApplying directly with HSBC
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The important questions.
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