Locations:

Hyderabad, Chennai, Bangalore

Functional Responsibilities / KPIs

Client Advisory & Portfolio Management
Understand clients’ financial goals, risk appetite, time horizon through detailed discussions and portfolio deep-dives.
Catering to the investment needs of clients by providing them research-based advice in Mutual Funds, Insurance, PMS, AIFs, Bonds, Equity, Structured Products, and other wealth offerings.
Conduct regular portfolio analysis, review and create investment plans to ensure alignment with client objectives.
Advise clients on suitable investment opportunities across asset classes and recommend appropriate product strategies.

Client Relationship Management
Build, nurture, and manage long-term relationships with clients through regular meetings, portfolio discussions, and review sessions.
Ensure high-quality client experience through proactive communication, responsiveness, transparency, and consultative engagem...