Posted:4 days ago|
Platform:
Work from Office
Full Time
Key Responsibilities: Building and maintaining solid relationships with HNI / Ultra HNI clients, understanding their financial goals, risk tolerance and investment preferences. Conducting in-depth economic assessments to analyse clients current financial situations and identify areas for growth and improvement. Developing personalized financial plans and investment strategies aligned with clients objectives and risk profiles. Recommending suitable investment products, such as equities,SIF, bonds, PMS, mutual funds and alternative investments fund strategies (AIFs), based on thorough market research and analysis. Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients changing needs. Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions. Collaborating with internal teams, to offer comprehensive financial solutions to clients. Helping the company meet its financial objectives through personalized financial planning. Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients. Skills & Competencies: Good understanding of stock market and mutual funds. Excellent communication, negotiation, and interpersonal skills. Ability to build trust and long-term client relationships. Proficiency in CRM tools and trading platforms (e.g., NSE NOW, BSE STAR MF). NISM Series V-A must (Mutual Fund) & VIII (Equity Derivatives) certifications are a plus. Key Skills : Equity & Derivatives Dealer Institutional Dealing
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