Investment Advisor

KEY FEATURES OF THE POSITION:

Core Functional:

- Providing end-to-end investment advisory services to Advisory clients with a special focus on direct equities as an asset class.

- Profiling clients and documenting their investment objectives.

- Tracking equity markets, creating model portfolios and building a robust direct equities offering within investment advisory.

- Creating advisory pitches + investment proposals.

- Carrying out portfolio reviews.

- Providing regular guidance and advice with respect to markets, investments, products, etc.

Client Management (internal & external):

- Working closely with Relationship Managers and their advisory clients.

- Interacting regularly (including presentations) with clients for their advisory requirements.

- Working closely with RMs, Team Heads and Business Heads for pitching the firms advisory credentials to prospects.

Regulatory Responsibilities & OR Risk Management:

- Part of Investment Advisory Division.

- Compliance with SEBI Investment Advisory Regulations.

- Liaise with Legal/Compliance/Operations for process / documentation related aspects, and any regulatory requirements.

SKILLS REQUIREMENTS OF THE POSITION:

Personal and Social:

- Good communication skills (verbal, written).

- Good collaboration skills.