Investment Strategist

2 weeks ago


Bengaluru, Karnataka, India Shopemet Networks Pvt Ltd Full time

Role Overview

Shopemet Networks Pvt Ltd seeks a skilled Investment Specialist to lead our client-facing investment initiatives. The ideal candidate will have a strong understanding of client risk profiles and return objectives, with the ability to identify suitable investment opportunities and provide periodic portfolio reviews.

  • Key Responsibilities:
  • Understand client risk and return profiles, identify suitable investment opportunities, and provide periodic portfolio reviews.
  • Stay up-to-date with global market developments, investment products, and opportunities.
  • Liaise with central research, advisory, product teams, and business divisions to identify opportunities catering to client requirements.
  • Act as a Relationship Manager in circumstances where the RM is unavailable, assisting in client acquisition.
  • Provide clients with house views on various asset classes, explaining the rationale.
  • Generate fee income through interactions with Relationship Managers and clients.
  • Map competition and augment new product development.
  • Present investment products to clients, aligning with their interests and approved lists.
  • Explain key risks and features of products, updating clients post-sales.
  • Assist clients in aligning their investments with their needs and risk appetite, using dynamic asset allocation.
  • Drive investments from various sources, including Venture Capitalists, Angel Funders, CCPS, and Equity investors.


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