Managing Partner at Connections One
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AVP - Retirement Benefit Investment Benefit - Capital Markets (5-12 yrs)
Profile : AVP - Retirement Benefit Investment Benefit / Advisory
As part of the Retirement Benefits Investment Management Team, it includes:
- In-depth Understanding of the Investment Management process.
- Tracking Client Portfolio i.e. effective implementation of various strategies aligned with Darashaw' s Investment Philosophy, risk management and portfolio optimization.
- Handling client queries and portfolio review presentations.
- Working on Knowledge enhancement initiatives for clients/teams.
- Ensuring client retention by supervising high quality service delivery to clients.
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