Part of Middle Management team to set up Wealth Management business.
Responsible to understand clients investment needs, creating long term asset allocation plan and 360 degree financial planning
Investment Advisory: Advising clients on various investment ideas based on the suitability to their risk profile, return expectation, asset allocation, liquidity needs etc. viz. Private Equity Funds, Portfolio Management Services, Structured Products, Bonds, Mutual funds (Equity and Debt), Stock Broking, Offshore Investments, Commodities, and Currency Derivatives.
Responsibility includes Advisory services to Promoters, Treasuries, HNIs and NRIs, Relationship management with Ultra HNI clients(Resident Indians, Corporates) in India ensuring annual revenue target achievement.
Carry out quarterly/ annual portfolio review and analysis of the client's investment portfolio to ensure that the investments are inline with the client's expectations and risk profile.
In-depth understanding of Indian Financial Markets
Need to Work closely with other Business Units (B2B, B2C,Service).
Plan and Motivate team to achieve targets
Train & Develop team members with regards to various Investment tools and products.