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Investment Specialist and Advisor-Reputed BFSI Industry-Bangalore, Bengaluru, Karnataka, India-Upto 6 LPA-Meetali
2 weeks ago
JOB DETAILS
1)Compliment a team of successful relationship managers by performing the pivotal role of investment expert.2)Develop and strengthen client relationships by demonstrating an in-depth understanding of financial markets.
3)Add value to high net worth clients by analyzing and optimizing their portfolios based on risk return metrics.
4)Generate advisory or discretionary investment recommendations and effectively present rationales to clients
5)Conduct regular portfolio reviews and performance monitoring with clients
6)Emplement and support Discretionary Mandate solutions
7)Act as an investor and enabler to clients requirement by providing suitable financial solutions and enhance cross business integration
FUNCTIONAL AREA
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