Incedo Technology Solutions Ltd.


Incedo Technology Solutions Ltd.
Not Disclosed
1-3 Years Full Time
Haryana, IN

Vacancy: Not Disclosed Posted: 2 years ago Applicants: 1
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Job Description

Business Operations- Associate


  • At least 1-3 years of Portfolio Management (Preferably in Financial Industry).
  • Strong communication and organizational skills, detail oriented, self-motivated, high-energy, and self-directed problem solver, with an execution focus.
  • Ability to resolve problems through root cause analysis.
  • Financial and operational acumen.
  • Ability to read, interpret and comprehend financial documents.
  • Working knowledge of Microsoft Office.
  • Demonstrate a structured and methodical approach.
  • Process improvement and commitment to quality mindset.
  • Providing financial planning & Investment Advise
  • Profiling Customers and provide financial products to meet customer needs
  • Ensuring the highest levels of service to the High Net Worth customers
  • A strong communicator, with a good understanding of the valuation of structured products, and an appreciation of the relationship. Working on account statements from advisors
  • Attention to detail, strong team player, ability to perform reporting work as well as manage project that might or might not directly be related to valuations for management

Desired Candidate Profile

Graduation or Post Graduation.

At least 1-3 years of Portfolio Management (Preferably in Financial Industry).

Should have experience of finance, investment banking, and derivatives.

Should be good with logical and quantitative abilities to derive information from data.

Should be comfortable with Night Shift.

Immediate Joiner only

Interested Candidate can share his resume on or ping me on WhatsApp at 9899787438

Please mention below details.

Current CTC:

Expected CTC:

Notice Period:

Ok with Night Shift: Yes/No


Incedo Recruitment team


Skills Required: Wealth Management,Portfolio Management