Industry : Other
Sub Department : Others - Customer Relationship
Department : Customer Relationship
: Vidyanagari
: Mumbai
: India
: 10 - 15 p.a (INR Lacs)
: 7 - 8 Year
Professionals with experience in banks or wealth management firms, providing investment advisory and portfolio management support to HNI/Ultra-HNI clients.
Provide portfolio advisory and asset allocation recommendations aligned with client goals and risk profiles.
Conduct research-driven investment recommendations across mutual funds, PMS, AIFs, and other asset classes.
Partner with Relationship Managers/Private Bankers to develop and execute client investment strategies.
Monitor portfolio performance and provide regular reviews and insights.
Stay updated on market trends, products, and regulatory developments.
18, 38
Certifications: NISM Series V-A (Mutual Fund) mandatory; CFP preferred.
Strong understanding of capital markets, investment products, and financial planning principles.
Excellent analytical, communication, and presentation skills.