Understand clients’ investment needs in detail and create long-term asset allocation strategies aligned with their financial goals.
Acquire and advise HNI / UHNI clients across multiple asset classes including Equities, Debt, Mutual Funds, Alternate Investments, PMS, and AIFs.
Advise clients, in coordination with in-house experts, on Corporate Finance, M&A, Private Equity, and other strategic investment opportunities.
Manage complete client investment portfolios with a strong focus on asset allocation, wealth preservation, and family wealth management.
Build and manage strong client relationships while driving AUM growth from preferred and HNI client segments.
Coordinate closely with Product and Research teams to deliver suitable investment recommendations as per clients’ financial requirements and risk profiles.
Strong understanding of Equities (mandatory), Mutual Funds, Tax Planning, Financial Planning, Profiling, Fixed Income products, and Exot...