AVP/VP - Investment Advisory - Family Office

AVP / VP - Investment Advisory

Grade: AVP/VP

CTC: 30-40 + Variables

Education :

- MBA / Post Graduate Degree in Financial discipline

- AMFI / NISM certified

Experience: 4-10 years with extensive exposure to handling Investment portfolios with good books & Clients.

Key Skills :

- Strong technical understanding of capital markets

- Ability to manage and motivate various channels to contribute and overachieve targets

- Strategize / plan focus areas for the months /quarter given market circumstances

- Meet HNI investors along with team to provide technical inputs

- Revenue focus and orientation

Key Roles :

- Achievement of revenue goals through Branches and segments

- Ensuring growth of AUM's are per objective set

- Strategy formulation and implementation along with various branches and segments

- Work with fund houses and central support team on product structuring and positioning

- Work with teams so that all channels deliver desired productivity

- Ensuring adherence to Compliance processes and guidelines

- Portfolio construction and review for clients at a desired frequency