Lead, Family Office Business
2 weeks ago
Principal Accountabilities
Accountability
Supporting Actions
Portfolio & Business Management
- Advising on investment strategies, asset allocation & risk management
- Helping clients invest in tax efficient vehicles
- Identifying & mitigating potential risks to the familys wealth
- Acquisition & expansion of client base
- Build a strong connect with target audience for maximizing the mind share and market share
- Synergize with all relevant verticals for achieving the desired objective
- Work on customized solution by offering Combo products with focus on alternate, offshore and equity products & Gift city.
- Provide guidance on family office structuring to new/young family offices
- Generate product ideas/ insights basis requirements/demand trends in family offices
Build Strong Client Relationship
- Maintain excellent relationship with existing clients and expansion of key clients leading to high volumes of business while maintaining excellent service standards.
- Build long lasting relationships eventually positioning us as a favored, ethical & trusted brand
Compliance & delivering superior value to customer
- Ensure compliance on all regulatory and internal audit requirements
- Ensure all SEBI/AMFI rules and regulations are strictly complied
- All advisory provided & products suggested should be in the best interest of the client & regulatory complaint
- All certifications required for various product advisory & selling
Knowledge & Market Intelligence
- Expert level knowledge on public & private markets
- Awareness & deep understanding of geo political & macro-economic environment
- Building market intelligence of client segment, through liaising with internal & external peers across financial industry
- Product related market intelligence in the industry, competition & the need of clients
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