Senior Investment Specialist

1. Establish connect with Family offices, promoter families and Ultra High Net-worth Individuals (UHNI).

2. Introduce MF / PMS / AIF solutions from AMC product basket to clients to build and strengthen an effective portfolio as required by client and periodically review the same.

3. Deepen relationship with clients and increase the share of wallet for AMC.

4. Network with clients to identify avenues for new business opportunities.

5. Have thorough knowledge on various segments of the market & industries that will facilitate in having meaningful conversations with clients. Furthermore, he/she should gather market intelligence pertaining to the clients managed by him.

6. Enhance client experience including proactively sharing market updates, trends