Solutions Specialist at G3 Consultants
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Investment Advisor - Sales - BFS (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 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
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
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