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
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