Job Description
CANDIDATES WITH BANKING AND NBFCS WITH INVESTMENT ADVISOR ROLE PRESENTLY WILL BE PREFERRED - MUMBAI LOCATION ONLY
Job And Responsibility
- Working closely with Sr. Banking Partner/ Premier Banking Partner- Pioneer across Mumbai to construct and review portfolios under advisory mandate.
- Supporting RMs in activating clients under advisory services
- Maintaining client portfolios, conducting periodic reviews and recommending new product ideas.
- Understanding and profiling client's risk appetite, accordingly advise on investment opportunities.
- Updating portfolio and balancing it whenever required based on market dynamics.
- Creating investment proposals basis house view and recommending to the client. The proposals are documented and strictly adhered to the bank's compliance.
- Internally, liaising with the product, research and Investment Strategy team and fund managers on developments.
- Understanding of wide product categories such as Mutual Funds, Structures, PMS, Bonds...
Job And Responsibility
- Working closely with Sr. Banking Partner/ Premier Banking Partner- Pioneer across Mumbai to construct and review portfolios under advisory mandate.
- Supporting RMs in activating clients under advisory services
- Maintaining client portfolios, conducting periodic reviews and recommending new product ideas.
- Understanding and profiling client's risk appetite, accordingly advise on investment opportunities.
- Updating portfolio and balancing it whenever required based on market dynamics.
- Creating investment proposals basis house view and recommending to the client. The proposals are documented and strictly adhered to the bank's compliance.
- Internally, liaising with the product, research and Investment Strategy team and fund managers on developments.
- Understanding of wide product categories such as Mutual Funds, Structures, PMS, Bonds...
💡 Quick Summary
Seeking a career-building opportunity? The Senior Investment Advisor position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
