Address1) Working closely with Sr. Banking Partner/ Premier Banking Partner- Pioneer across Mumbai to construct and review portfolios under advisory mandate.
2) Supporting RMs in activating clients under advisory services
3) Maintaining client portfolios, conducting periodic reviews and recommending new product ideas.
4) Understanding and profiling client's risk appetite, accordingly advise on investment opportunities.
5) Updating portfolio and balancing it whenever required based on market dynamics.
6) Creating investment proposals basis house view and recommending to the client. The proposals are documented and strictly adhered to the bank's compliance.
7) Internally, liaising with the product, research and Investment Strategy team and fund managers on developments.
8) Understanding of wide product categories such as Mutual Funds, Structures, PMS, Bonds, Private Equity, Non-Convertible Debentures, Real Estate and RE Funds, etc.
