Designation - Sr. Manager/ AVP - Investment Advisor.  Reporting - Head - Investment Advisor.  Location - Delhi.  Role -   1. Compliment a team of successful relationship managers by performing the pivotal role of investment expert.  2. Develop and strengthen client relationships by demonstrating an in-depth understanding of financial markets.  3. Add value to high net worth clients by analyzing and optimizing their portfolios based on risk-return metrics.  4. Generate advisory or discretionary investment recommendations and effectively present rationales to clients.  5.Conduct regular portfolio reviews and performance monitoring with clients  6.Implement and support Discretionary Mandate solutions  7.Act as an enabler to clients requirement by providing suitable financial solutions and enhance cross-business integration.  8.To drive, motivate and enable relationship manager's in meeting targets  9.Automation.  10.Setting up advisory servicing.  11.Monitor review model portfolios.  12.Ensuring recommendations & reviews translate into portfolio action by means of regular monitoring.  Interested candidate can contact Ms. Trupti Malik - +91-9029006247.

Delhi NCR

Senior Manager/AVP - Investment Advisor 

Senior Manager/AVP - Investment Advisor  ,Job Description for Senior Manager/AVP - Investment Advisor  in RightMatch HR Services in  Delhi NCR for (5-10) years of experience. Apply Now!

Job Description for Senior Manager/AVP - Investment Advisor  in RightMatch HR Services in  Delhi NCR for (5-10) years of experience. Apply Now!