Posted:1 month ago|
Platform:
On-site
Full Time
• Understanding Financial Markets: Gain in-depth knowledge of Pre-IPO,
Unlisted Shares, and Wealth Management services.
• Client Advisory: Assist HNIs and Ultra-HNIs in strategic investment decisions,
ensuring alignment with their financial goals.
• Business Development: Identify potential clients, pitch investment
opportunities, and grow the client base.
• Portfolio Management: Help clients structure and optimize their investment
portfolios with a focus on risk management and long-term wealth creation.
• Investment Research: Stay updated on market trends, new Pre-IPO
opportunities, and wealth management strategies.
• Client Communication: Maintain strong client relationships through regular
communication, portfolio reviews, and personalized investment insights.
• Compliance & Governance: Ensure adherence to SEBI regulations and NISM
certification requirements.
• Report & Presentation Preparation: Develop investment proposals, reports,
and financial presentations for clients.
• Education: PG/MBA in Finance or related fields.
• Certifications: NISM Series 10A & 10B (preferred).
• Experience: Demonstrated track record in Wealth Management, Pre-IPO
investments, or financial advisory.
• Technical Skills: Proficiency in MS Word, Excel, and PowerPoint.
• Soft Skills: Strong communication, negotiation, and analytical abilities.
• Industry Knowledge: Deep understanding of financial markets, investment
strategies, and regulatory frameworks.
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