Advice Clients on their Investments both Corporate and HNIs
Experience in Handling Structured Products, Third Party PMS and Debt Instruments
Strategies for Business Development
Advising clients on mutual funds, equities and structured products and also other investments vehicles like REITs( Real estate investment trust) and private equity funds
Building client portfolio taking into account their investment needs and risk appetite and also structuring the portfolio with regard to asset allocation.
Handling ultra and super HNIs on their investment requirements
Managing and tracking clients portfolio and giving them timely updates on their Investments.
Advising on alternative asset classes like real estate and Gold which will enable optimum allocation across asset classes.

Preferably Managers specializing in Banking/ Financial Services or equivalent. Job role in Financial Planning/ Wealth Management or Others.
Master in Business Admin/ Post Graduate Diploma in Business Administration/ Post Graduate Program in Management in Finance/ Accountancy/ Banking or equivalent. At least 2 year(s) of working experience in the related field is required for this position.