Associate Director - Portfolio Advisory Services - Banking/Financial Services

Job Description:

- Responsible for devising a Portfolio strategy and developing advanced solutions for clients adhering to deadlines

- Responsible for managing and thereby, optimizing the portfolio

- To review the Portfolio and thereby, make asset allocation recommendations to the group/set of clients and set up the portfolio accordingly

- Identifies swap opportunities

- To critically examine current holdings to evaluate if the asset allocation requires any further changes or if portfolio action is warranted

- Implements decisions by using Portfolio Management trading platforms

- To make Presentations to the In-House clients, only when necessary

- Develop and manage initiatives to solve portfolio and risk management issues and / or seize earning opportunities

- Work closely with Relationship Management to provide outstanding investment and wealth management advice to WM clients

- Complies with all the Industry rules and Regulations and Firm Policies

Specific Skills Required:

- Strong Leadership and excellent communication skills

- Innovative skills

- Strong PPT skills

- Strong Analytical skills

- Interpersonal skills

Essential Functions:

- Comprehensive exposure in Financial Services or Banking Knowledge or any other Wealth platforms

- Ability to balance multiple tasks and responsibilities

- Ability to establish strong working relationships

- Time management and adhering to deadlines

Basic Qualification : MBA/CA

Advance Qualification: Series VA Certifiaction by AMFI

Age Group : 30-40 yrs