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12/03 Khanika Anand
HR at Trust Financial Consultancy Pvt Ltd

Views:1186 Applications:215 Rec. Actions:Recruiter Actions:206

Trust Financial Consultancy - Investment Strategist - CA/CFA/IIM/ISB/FMS/MDI (5-7 yrs)

Mumbai Job Code: 807746

Organisation : TrustPlutus

Location : Mumbai

Position Title : Sr Manager/ AVP

Function : Advisory

Reports to : Head of Advisory

Reportees : None


- CFA must, preferably with CA professional qualification OR MBA with specialization in Finance (Full Time, premium B schools)

Work Experience (highlight) :

- 5-7 years in Advisory role with Wealth Management firms

Core Purpose of the Role :

Providing investment advice to TrustPlutus clients following an advisory process and try to achieve superior risk adjusted returns for client's portfolio. Enabler to relationship team with domain expertise and investment knowledge.

- Portfolio - Follow process and execute portfolio review in time bound manner

- Client advise - Improve quality of client interaction by updating client on his portfolio, its performance and updating on various asset classes

- Implement advisory process accurately in all market situations and achieve client's objective, ensure growth in wallet share and growth of portfolio in existing clients

- Timely Portfolio Review - Create / Update Investment Policy statement, Incorporate Investment Advisory Board views in portfolio, create deviation report and suggest change in portfolio, Ensure accurate and timely delivery of advice

- Create a new proposal, accompany RM for client meeting

- Regular communication of market update, Weekly investment call with entire team, Event update

Women-friendly workplace:

Maternity and Paternity Benefits

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