Investment Advisor-Reputed BFSI Industry-Delhi, NCR, India-50k-Aadil

JOB DETAILS

1.Compliment a team of successful relationship managers by performing the pivotal role of investment
2.Develop and strengthen client relationships by demonstrating an in-depth understanding of financial

3.Add value to high net worth clients by analyzing and optimizing their portfolios based on risk return

4.Generate advisory or discretionary investment recommendations and effectively present rationales

5.Conduct regular portfolio reviews and performance monitoring with clients

6.Emplement and support Discretionary Mandate solutions

7.Act as an investor and enabler to clients requirement by providing suitable financial solutions
FUNCTIONAL AREA
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