Key Responsibilities:
- Advise clients on building portfolios based on various products and solutions across asset classes - RE, MF, PE, Structured Products, Insurance, PMS, etc
- Prepare and interpret for the client s information, such as investment performance reports, financial document summaries, income projections, and proactively rebalancing their portfolios to match their required asset allocation
- Constantly monitor and review client portfolios based on timely analysis of market dynamics
- Ensuring regular availability of Research material and inputs to the client
- Service existing clients with the support of the client servicing team
- Ensure 100% compliance in the internal process, i.e. sales process, asset allocation, advisory mandates, etc
- Follow applicable KYC norms & other regulatory requirements
- Update FA workstation for all client interaction & product con calls
- Complete mandatory certifications & other knowledge upgradation activities
- Maintain client prospects MIS & submit the same on a periodic basis.
Educational Qualifications And Experience:
- MBA/ PG equivalent
- 12-15 years of Relationship Management experience
- Marketing and Networking skills
- Patience and perseverance
