Investment specialist

Job Description Job Description - Investment Specialist Grade- AVP Location- Delhi KEY RESPONSIBILITIES/ ACCOUNTABILITIES Strategic/Managerial Responsibilities - Building a focus towards investment cross-sell among RM population and increasing investment penetration for HNI clients. - Transitioning towards an advisory model on wealth products for HNIs by...

EPIC Investment Partners About Us EPIC Investment Partners (“EPIC”) is a global financial services platform with 250 people across four integrated divisions Capital, Markets, Administration and Advisory. EPIC was founded in 2001 by Giles Brand and Hiren Patel, financial services entrepreneurs with backgrounds in private equity. Business building is at...

EPIC Investment PartnersAbout UsEPIC Investment Partners (“EPIC”) is a global financial services platform with 250 people across four integrated divisions Capital, Markets, Administration and Advisory.EPIC was founded in 2001 by Giles Brand and Hiren Patel, financial services entrepreneurs with backgrounds in private equity. Business building is at the...

Roles & Responsibilities: Provide expert advice and guidance to clients on investment strategies and portfolio management. Conduct thorough analysis of clients' financial goals, risk tolerance, and investment preferences to develop personalized investment plans. Monitor and review clients' investment portfolios to ensure they are aligned with their goals and...

Roles & Responsibilities:- Provide expert advice and guidance to clients on investment strategies and portfolio management. - Conduct thorough analysis of clients' financial goals, risk tolerance, and investment preferences to develop personalized investment plans. - Monitor and review clients' investment portfolios to ensure they are aligned with their...

Job Role:- Ownership of the Investments target of the Branch Banking channel mapped to Increase the Mutual Fund AUM for the mapped Area - Penetration of client base for creating new investors in MF / investments from existing client base - Increase in (investments products) productivity of Phone Banking officers - Acquisitions (NTB) attributed to presence of...

Job Purpose: This role in essence would be an Investment Counsellor who would advise large Family Office/UHNI/Corporate Treasuries on their overall investment portfolio and act like a portfolio manager to them, would be required to engage with client at a portfolio level, advise on overall asset allocation and recommend products which are suitable for the...

Job Description:We are looking for a passionate and dynamic Equity Advisor / Investment Specialist to join our growing team at Angel One Master Franchise. The ideal candidate should be well-versed in financial markets and have a strong focus on revenue generation, client relationship management, and investment advisory.Key Responsibilities:Generate revenue...

Job DescriptionPrincipal Responsibilities:Handle personalized service requests of Affluent (Solitaire) customers and deliver TAT.Ensure strict adherence to regulatory requirements for Affluent customer segment.Coordinate with internal teams - CPC/RPC/Investment desks for execution of service requests of Affluent customers.Manage complaints and ensure...

EPIC Investment Partners About UsEPIC Investment Partners (“EPIC”) is a global financial services platform with 250 people across four integrated divisions Capital, Markets, Administration and Advisory.EPIC was founded in 2001 by Giles Brand and Hiren Patel, financial services entrepreneurs with backgrounds in private equity. Business building is at the...