Managing Partner at Kairos Consulting India
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Investment Specialist - BFS (3-8 yrs)
Job Description :
- Supporting RMs in activating clients under advisory services
- Maintaining client portfolios, conducting periodic reviews and recommending new product ideas.
- Understanding and profiling client's risk appetite, accordingly advise on investment opportunities.
- Updating portfolio and balancing it whenever required based on market dynamics.
- Creating investment proposals basis house view and recommending to the client. The proposals are documented and strictly adhered to the bank's compliance.
- Internally, liaising with the product, research and Investment Strategy team and fund managers on developments.
- Understanding of wide product categories such as Mutual Funds, Structures, PMS, Bonds etc
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