Job Description
Key Responsibilities
Build and manage relationships with UHNI's in designated location including family offices and Corporates
Understand client’s investment objectives, risk appetite & asset allocation needs and recommend appropriate investment solutions.
Work closely with Product and Fund Management teams to prepare client-specific presentations, investment proposals, pitch-books, and organise roadshows.
Ensure high standards of client servicing and support: Onboarding, KYC/AML compliance, documentation, account reviews etc.
Market Intelligence & Analysis: Remain updated on the Fixed Income market dynamics, monitor market trends, competitor offerings and regulatory changes (especially from SEBI, IRDAI, PFRDA).
Qualifications & Experience
MBA in Finance or a Chartered Accountant
Professional with a proven track record, with >5 years of relevant experience having worked with Wealth Management firms / Corporate Banking role with leading Banks, AMCs.
Build and manage relationships with UHNI's in designated location including family offices and Corporates
Understand client’s investment objectives, risk appetite & asset allocation needs and recommend appropriate investment solutions.
Work closely with Product and Fund Management teams to prepare client-specific presentations, investment proposals, pitch-books, and organise roadshows.
Ensure high standards of client servicing and support: Onboarding, KYC/AML compliance, documentation, account reviews etc.
Market Intelligence & Analysis: Remain updated on the Fixed Income market dynamics, monitor market trends, competitor offerings and regulatory changes (especially from SEBI, IRDAI, PFRDA).
Qualifications & Experience
MBA in Finance or a Chartered Accountant
Professional with a proven track record, with >5 years of relevant experience having worked with Wealth Management firms / Corporate Banking role with leading Banks, AMCs.
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