Qualification : CA/MBA/CS/ICWA/MMS  - To provide Wealth Advisory Services to HNI client in the assigned region  - Handling AUM.  - Providing leadership, training and supervision to the team to ensure seamless achievement of assigned targets.  - Designing investment plans and strategies for clients taking in to view their risk tolerance and determine their financial objectives.  - Interacting with the clients on a regular basis to determine their financial status and goals. Discussing financial options and developing financial plans and investment strategies.  - Advising the clients on various investment strategies, sources of funds and the distribution of earnings with a view to maximise their wealth.  - Keeping the client informed about their investments and their tax implications. providing them with information about market trends, in house research views, policy changes in taxation.  - Gather and analyze all the financial information obtained from the clients to determine their investment objective both long term and short term.  - Creating risk free investment strategies for clients and suggesting on various sources of funds in order to meet their investment objectives  - Advising clients on Wealth Building process through various Asset classes like MF, Structured Products etc.  - Monitor performance of various investments of the clients and reviewing their performance on a regular basis. Advising such clients in meeting the compliance requirement as well.  - Collection of financial and investment information from various sources and preparation of customized reports and forecasts to the clients on fortnightly/monthly basis.  - Ensuring compliance to set internal process of the Bank and follow applicable KYC norms and regulation.

Mumbai

Investment Specialist - Wealth Advisory Services - Mutual Fund  

Investment Specialist - Wealth Advisory Services - Mutual Fund   ,Job Description for Investment Specialist - Wealth Advisory Services - Mutual Fund   in Steps India in  Mumbai for (3-12) years of experience. Apply Now!

Job Description for Investment Specialist - Wealth Advisory Services - Mutual Fund   in Steps India in  Mumbai for (3-12) years of experience. Apply Now!