Investment Advisor - North

Investment Advisor - North

Key Responsibilities :

- Responsible for driving the advisory proposition for the branch/region mapped as per the SEBI prescribed guidelines

- Ensure regular meeting with new and existing clients and conduct regular portfolio reviews for clients and also ensuring effective implementation of the same

- To carry out scientific financial planning for the clients basis their financial goals, liabilities and other requirements

- Understand all products on the approved list and be able to articulate recommendation and house view to clients

- Contribute to the house view on direction of equity & debt markets

- To stay ahead of the curve, recommend new asset classes to central team where clients might be expressing interest

- To be the key investment support to the Relationship team, ensuring the RMs in the region/branch are up to the mark with information/ knowledge on products in specific, and investment basics in general

- Constant up skilling of self, and of the relationship team on investment capabilities

- Track competition and take great initiatives and come up with new and improved ideas for improving the advisory proposition

- Build assets under advisory through effective implementation of the advisory proposition

- Ensuring adherence to Investment Advisory discipline/processes, while constantly evaluating opportunities for optimising business with tactical focus on investment opportunities

- Assisting the central Products team, and the Regional Business head in achieving the revenue/AUM targets for the region on Q-o-Q basis

Skills Requirements :

- The candidate should have ideally worked in the wealth management space providing diversified product/ portfolio advice to clients.

- Good understanding of financial markets and various asset classes like MF, PMS, Structured Products, Private Equity, Insurance, Fixed Income and other Third party products.

- Dynamic & Proactive attitude and willingness to provide quality advice to Clients is essential to this role. The ideal candidate must be completely clued on to ongoing market developments, with a sharp acumen of articulating events, developments, investment updates etc to clients for enhancing overall client investment experience

- An MBA/CA/CFA/CFP is preferred, however candidates with different educational backgrounds would be considered.

- Investment Advisors will be trained in portfolio construction; however basic knowledge in structuring portfolios is required.

- Excellent communication and interpersonal skills are required as Investment Advisors will be meeting with clients actively.

- Good analytical, presentation and writing skills