Managing all the investment advisory mandates across India
Able to formulate various asset class views (Equity, Debt & Multi-asset) views based on the existing house view on these asset classes and providing advice on the same to clients.
Periodic portfolio reviews / meetings with clients under advisory covering presentations, performance updates, investment research & market updates, day-to-day investment related information, investment ideas etc
Preparing pitch documents, client presentation materials and market analyses
Analyzing and selecting securities in line with client needs
Providing technical/scientific advice to clients responding to product related questions, issues and problems
Providing sales personnel with technical data necessary for the demonstration of products.
