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11/03 Alaksa Mukadam
Practice Lead at Randstad India

Views:526 Applications:94 Rec. Actions:Recruiter Actions:64

AVP - Investment Advisory - Private Wealth Management (5-10 yrs)

Mumbai Job Code: 807370

Company: Private Wealth Management

Function: Advisory


- Follow process and execute portfolio review in time bound manner

- Improve quality of client interaction by updating client on his portfolio, its performance and updating on various asset classes

- Implement advisory process accurately in all market situations and achieve client's objective, ensure growth in wallet share and growth of portfolio in existing clients

- Timely Portfolio Review - Create / Update Investment Policy statement, Incorporate Investment Advisory Board views in portfolio, create deviation report and suggest change in portfolio, Ensure accurate and timely delivery of advice

- Create a new proposal, accompany RM for client meeting

- Regular communication of market update, Weekly investment call with entire team, Event update

Looking for candidates with experience in Advisory

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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