Portfolio Assistant (Graduate)
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- Company Pillango Placements - View more jobs
- Salary13000 Monthly
- LocationPTA - East
- Job TypePermanent
Assist in managing portfolios for corporate and individual clients, focusing on employee benefits, retirement funds, and group risk arrangements.
Handle administrative tasks, including maintaining client records and ensuring documentation is accurate and up to date.
Prepare reports, meeting agendas, and minutes, and ensure timely follow-up on action items.
Manage day-to-day client communication, including resolving queries, arranging meetings, and preparing presentations. […]
Support the Portfolio Manager by ensuring high levels of client satisfaction and the efficient running of portfolios. […]
A...
22 days ago from: jobplacements.com
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