Job Description

Principal Accountabilities Accountability Supporting Actions Portfolio & Business Management Advising on investment strategies, asset allocation & risk management Helping clients invest in tax efficient vehicles Identifying & mitigating potential risks to the familys wealth Acquisition & expansion of client base Build a strong connect with target audience for maximizing the mind share and market share Synergize with all relevant verticals for achieving the desired objective Work on customized solution by offering Combo products with focus on alternate, offshore and equity products & Gift city. Provide guidance on family office structuring to new/young family offices Generate product ideas/ insights basis requirements/demand trends in family offices Build Strong Client Relationship Maintain excellent relationship with existing clients and expansion of key clients leading to high volumes of business while maintaining excellent service standards. Build long lasting relationships eventually positioning us as a favored, ethical & trusted brand Compliance & delivering superior value to customer Ensure compliance on all regulatory and internal audit requirements Ensure all SEBI/AMFI rules and regulations are strictly complied All advisory provided & products suggested should be in the best interest of the client & regulatory complaint All certifications required for various product advisory & selling Knowledge & Market Intelligence Expert level knowledge on public & private markets Awareness & deep understanding of geo political & macro-economic environment Building market intelligence of client segment, through liaising with internal & external peers across financial industry Product related market intelligence in the industry, competition & the need of clients