Key Responsibilities
- Build and manage relationships with UHNI's in designated location including family offices and Corporates
- Understand client's investment objectives, risk appetite & asset allocation needs and recommend appropriate investment solutions.
- Work closely with Product and Fund Management teams to prepare client-specific presentations, investment proposals, pitch-books, and organise roadshows.
- Ensure high standards of client servicing and support: Onboarding, KYC/AML compliance, documentation, account reviews etc.
- Market Intelligence & Analysis: Remain updated on the Fixed Income market dynamics, monitor market trends, competitor offerings and regulatory changes (especially from SEBI, IRDAI, PFRDA).
Qualifications & Experience
- MBA in Finance or a Chartered Accountant
- Professional with a proven track record, with >5 years of relevant experience having worked with Wealth Management firms / Corporate Banking role with leading Banks, AMCs.
- Proven sales experience in a client relationship role within the wealth management/Corporate Banking/Asset management space.
