Investment Advisor

2 months ago

Delhi, India HDFC securities Full time
Key Responsibility Area-

Serve as a trusted financial consultant to high net worth individuals, family offices, and corporates. Acquire new HNI client relationships to build personal AUA and ensure achievement of targets. Adopt a client-centric approach to develop a comprehensive strategy that considers all aspects of the client's finances and investment objectives. Build portfolios that adhere to the defined investment framework through appropriate asset allocation and product suitability. Cultivate and grow client relationships by monitoring portfolios through performance reviews, providing regular updates, presenting plans, addressing and resolving queries in a timely manner. Effective communication and collaboration with internal and external stakeholders to ensure the client is well-served. Stay updated on products, services, and legislation that may have an influence on clients' investment strategy. Adhere to all internal policies and ensure compliance with regulatory requirements.

Qualifications & Attributes: Post-graduate with specialization in finance. 15 +years of sales experience in wealth management Excellent knowledge of products, market dynamics, and economic scenarios. Financial acumen, analytical thinking with an aptitude for relationship management. Strong persuasive and interpersonal skills. Excellent verbal and written communication skills. Ability to seamlessly align service delivery for an enhanced customer experience; thereby ensuring the achievement of both client's and organization's goals. Experience with the Advisory (RIA) model

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