Duties and Responsibilities

  • To grow revenue and increase inflows of net new money, achieving growth by leveraging brand, internal collaboration channels and own referral network.
  • To have regular contact and meetings with clients.
  • Provides support to client’s portfolio management.
  • Works internally with team to ensure client’s objectives are met through the portfolio allocation.
  • To ensure that clients understand and are aware of their level of risk.
  • Resolves basic enquiries, answers questions and provides documentation on client activities.

Required knowledge, skills and abilities

  • Highly organized with a willingness to work under own supervision and remote from immediate line manager.
  • Manage a portfolio of between 10 to 30 high net worth clients.
  • Ability to travel to meet clients and internal stakeholders.
  • Manage own time to meet demanding new client acquisition objectives.
  • Investment advisory and relationship management experience.
  • Excellent knowledge of investment product solutions.
  • Outstanding communication and interpersonal skills.
Job Location: Mumbai
Experience (Years): 1.8 – 2 Years

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