Investment Strategist – Wealth Management

2 months ago


mumbai, India Arin Consultancy Private Limited Full time

Portfolio – Follow process and manage client portfolio which includes Quarterly review, Portfolio Decisions, and client communication Client Advises – Improve quality of client interaction by updating client on his portfolio, its performance and updating on various asset classes Implement advisory process accurately in all market situations and achieve clients’ objectives, ensure growth in wallet share and growth of portfolio in existing clients. Timely Portfolio Review – Create / Update investment Policy Statement , Incorporate investment advisory board views in portfolio, create deviation report and suggest change in portfolio, Ensure accurate and timely delivery of advice Regular communication of market update, Weekly investment call with entire team, Event Update


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