Senior Role - Retirement Benefits Investment Management - Broking Firm

- Financial Advisory to Retirement Benefit Funds and PFs in debt market products.Acquisition of mandates from exempted Retiral Funds for Advisory/Management Services.

- Guiding Associates and enabling them to ensure mandate fruition across the exempted trusts.

- Playing a key role in ensuring that client portfolios in terms of risks and returns are tracked actively.

- Identifying and understanding client requirement and thereby engaging in concept selling. Meeting and building relationships / networking with senior level management of clients.