Investment Advisory Role

2 days ago

Navi Mumbai, India Sashr Consultants Full time

Function: Investment Advisory - Hedge SolutionsDesignation: VP/ SVP (Subject to discussions)Reporting to: CEOLocation: MumbaiJob PurposeWe are seeking a dynamic and experienced professional to lead and expand its advisory business. This role involves end-to-end strategy ownership, client engagement, trade advisory, and coordination with internal teams and external brokers to deliver superior client experience.Key Roles & Responsibilities- Drive advisory business for the client Hedge Solutions platform, focusing on strategy development and client portfolio performance.- Provide non-binding investment advice to clients and obtain necessary approvals before executing trades through brokers.- Develop and refine investment strategies aligned with clients' risk profiles and portfolio objectives.- Interact regularly with investors to discuss strategy, market views, and portfolio performance.- Collaborate closely with research, operations, and trading teams to ensure efficient implementation of investment ideas.- Build and scale the advisory vertical by identifying opportunities and enhancing client experience.- Ensure all activities comply with regulatory standards and internal governance processes.Additional Skills Required- Deep understanding of capital markets, equity strategies, and basic derivatives.- Prior experience in fund advisory, portfolio management, or investment strategy.- Excellent communication and relationship management skills to engage effectively with HNI/UHNI clients.- Strong analytical skills with the ability to translate market insights into actionable portfolio advice.- Entrepreneurial mindset with a proactive approach to growing the business.- Sound understanding of investor risk profiles and financial goals.- Familiarity with the derivatives space is desirable.Minimum Qualification: CA/ CFANumber of years of experience: 13-17 yearsExperience: (Specific to any organization) Fund Advisory, Portfolio Management, Risk Management, Strategy Development (ref:iimjobs.com)

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