Consultant at DSP Eminence Consulting Services
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Investment Advisor - Private Banking (8-15 yrs)
- 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 manager's in meeting targets
- Setting up advisory servicing
- Monitor review model portfolios
- Ensuring recommendations & reviews translate into portfolio action by means of regular monitoring
- Essential Mandates : 8 + years of experience in Investment advisory for HNI,UHNI & Corporate Clients.
Qualification: MBA, CFA or CA
Amit Panchal
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