Tipsons Group | Head of Sales Fixed Income | ahmedabad

4 weeks ago


ahmedabad, India Tipsons Group Full time

Client Relationship Management: Build and maintain strong, long-lasting relationships with high-net-worth clients, understanding their financial objectives, risk tolerance, and preferences.


Wealth Management Strategies: Develop customized wealth management strategies and financial plans to address clients' unique needs, including tax and estate planning.


Investment Recommendations: Provide clients with investment recommendations, selecting suitable investment products, asset allocation, and portfolio diversification.


Portfolio Monitoring: Continuously monitor and review clients' investment portfolios, making adjustments as needed to align with changing financial objectives or market conditions.


Risk Management: Implement risk management strategies to safeguard and grow clients' wealth.


Product Knowledge: Stay informed about a wide range of financial products, Bonds, fixed income, mutual funds, and alternative investments.



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