sr manager / avp - investment strategy in mumbai

posted
contact
randstad india
position type
temporary
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posted
location
mumbai, maharashtra
function
Other
position type
temporary
experience
5-7
reference number
55844
contact
randstad india

job description

sr manager / avp - investment strategy in mumbai

**Core Purpose of the Role : ****Providing investment advice to TrustPlutus clients following an advisoryprocess and trying to achieve superior risk adjusted returns for theclient's portfolio. Enable a relationship team with domain expertise andinvestment knowledge. ****▪ Portfolio - Follow process and execute portfolio review in time boundmanner ****▪ Client advice - Improve quality of client interaction by updating clienton his portfolio, its performance and updating on various asset classes ****▪ Implement advisory process accurately in all market situations and achieveclient 's objective, ensure growth in wallet share and growth of portfolio inexisting clients ****▪ Timely Portfolio Review - Create / Update Investment Policy statement,Incorporate Investment Advisory Board views in portfolio, create deviationreport and suggest change in portfolio, Ensure accurate and timely deliveryof advice ****▪ Create a new proposal, accompany RM for client meeting ****▪ Regular communication of market update, Weekly investment call with entireteam, Event update** ---

skills

Strategist