SBICAP Securities - Wealth Manager - Advisory - HNI/UHNI

We have Urgent Opening for Wealth Manager - Advisory.

Location : Mumbai

Please find below Job Description for your reference :

- Analysis & recommendation of Customized multi-asset portfolios based on customer profiling.

- Study & recommend customized portfolio balancing.

- Preparation of research reports on markets, economy & products on a regular basis & dissemination of the same to WM's & Remote RM's.

- Preparation of supporting notes for customized portfolios suggested & dissemination of the same to WM's & Remote RM's.

- Responsible for project of portfolio of each customer.

- Responsible for overall revenues.

Nelson K.
HR | SBICAP Securities Ltd.