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HR Manager at Yo HR Consultancy
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Manager - Portfolio Management/Financial Advisory Services (4-8 yrs)
Manager - Portfolio Management/Financial Advisory Services
Experience : 4 - 7 Years
Location : Bangalore
Domain : Banking/Financial Services/Insurance
- Minimum of 4-7 years of experience in Portfolio management and/or financial advisory services, with a demonstrated ability to acquire, build and deepen HNI client relationships by understanding client situations, goals, risk appetite and lifestyle needs.
- Generate leads and acquire HNI clients
- Understand the client's risk appetite, short term, and long-term goals
- Recommend suitable opportunities across asset classes - Domestic and offshore
- Monitoring/Benchmarking and reviewing client portfolio- s
- Provide tax advice for the assets under management
- Provide seamless service experience by coordinating with multiple teams to ensure clients meet their short term and long-term goals.
- Focus on building a relationship by understanding various investment and non-investment related needs and offer solutions through in-house & external service partners
- Develop a deeper understanding across related areas like direct taxes, real estate, estate planning, amongst others
- Increase assets under advisory/ wallet share and achieve growth in relationships managed/acquired
- Keeping abreast of the financial markets & products (Equities, Mutual Funds, Insurance, Real estate, etc)
Education : MBA/Postgraduate from a reputed Institute / University.
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