Key Responsibilities
- Engage with high net worth clients and - maintain relationship with existing investors (LPs) and address their queries
- Assist in product launch with end to end on-boarding of investors and life-cycle management across product tenure
- Create and disseminate portfolio update information to investors and distributors along with market (& sector) commentary
- Collaborate with internal stakeholders and external associates/partners for investor/distributor related processes
- Create communiques/presentations for senior management
Skills Required :
- Excellent verbal and written communication skills to engage with HNI Clients and Distributor Partners
- Excellent MSWord, PPT and Excel skills to prepare presentations and senior management communiques for investors
- Knowledge of investment products
- Ability to collaborate within the team/ other departments and close work end to end
- Ability to take ownership of activities end to end
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