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Responsibilities:
1. Client Relationship Management:
Serve as a primary point of contact for clients regarding their portfolio management needs.
Build strong relationships with clients through proactive communication and personalized service.
Address client inquiries, concerns, and requests promptly and effectively.
2. Portfolio Oversight and Reporting:
Assist in the management and oversight of client portfolios, working alongside portfolio managers.
Monitor portfolio performance and provide regular updates to clients.
Prepare customized reports and presentations for client meetings.
3. Operational Support:
Coordinate with internal teams to ensure timely execution of client requests and transactions.
Handle operational tasks related to client accounts, including account openings, transfers, and closures.
Ensure compliance with regulatory requirements and internal policies.
4. Client Education and Communication:
Educate clients on investment strategies, market trends, and portfolio performance.
Co-ordinate and Organise periodic reviews and meetings with clients to discuss their investments.
5. Team Collaboration:
Collaborate with portfolio managers, analysts, operations, third-party distributors and other teams to deliver exceptional service to clients.
Provide support to senior management in various strategic initiatives and projects.
4S Advisory is a premier hiring company in India. It is the brainchild of Satish Kumar Jakkula, a seasoned professional with over 20 years of experience in private equity fund and banking related administration, corporate communications, human resources, and government / regulator liaising. He has worked with the global sustainable development think-tank The Energy and Resources Institute (TERI) as well as the Dutch multinational banking and financial services company Rabobank in prominent roles. He is also an active networker. It was with this extensive experience that Satish decided to take the path of entrepreneurship in the year 2019, kickstarting a niche advisory venture in the country. 4S Advisory provides Hiring Solutions across sectors.
Job ID: 131117585
