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16/11 Gauri
Senior Search consultant at Armour Corporate Services

Views:196 Applications:39 Rec. Actions:Recruiter Actions:5

Investment Advisor - BFS (8-15 yrs)

Mumbai Job Code: 53672

Key Responsibilities :

- Compliment a team of successful relationship managers by performing the pivotal role of investment expert.

- Develop and strengthen client relationships by demonstrating an in-depth understanding of financial markets.

- Add value to high net worth clients by analysing and optimising their portfolios based on risk return metrics.

- Generate advisory or discretionary investment recommendations and effectively present rationales to clients

- Conduct regular portfolio reviews and performance monitoring with clients

Implement and support Discretionary Mandate solutions

- Act as an enabler to clients requirement by providing suitable financial solutions and enhance cross business integration

- To drive, motivate and enable relationship managers in meeting targets

Automation :

- Setting up advisory servicing

- Monitor review model portfolios

- Ensuring recommendations & reviews translate into portfolio action by means of regular monitoring

Key Work Relationships :

Type Details :

- Internal Sales Team, Product Team, Operations team, Respective

- Product connects in other SBU

- External Clients

Work Experience :

- Essential 8 + years of experience in Investment advisory for HNI, UHNI, Corporate Clients.

- Must be from a broking or banking background.

- Excellent Communication & Presentation skills.

- Social and Influencing skills.

Educational specifications :

- MBA or CA or CFA

- Certifications (desirable): AMFI, IRDA

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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