Address Job Description:
A. Provide investment advice to clients following regulations:
- Understand client needs and preferences; KYC compliances
- Develop investment strategies
- Review portfolio performance periodically
-Ensure steady business growth through organic and inorganic strategies […]
- Create in-house training programs to drive business.
- Maintain the quality of investment advice with regular training
- Ensure advisors' certifications are current
C. Facilitate the licensing process for acquiring a new RIA license from SEBI:
- Lead the application process
- Address all inquiries from the...
