Investment Strategist
2 weeks ago
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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