· Create customized investment proposals for private banking clients based on a combination of in-house asset allocation framework, model portfolios and investor biases.

· Conduct portfolio review for prospects/existing clients to align portfolios to stated mandates as well as find cross sell opportunities.

· Automating proposal formats for standardized proposals

· Assist RMs in client meetings to present investment proposals/pitch investment products.

· Be responsible for RM targets and help them achieve the same.

· Have knowledge of products across MF, PMS, AIF, Structures, BOA, Insurance etc.

· Assist in non-core products like LAS, Insurance, Estate Planning

· Assist in setting up the Investment Advisory vertical for the business· Create customized investment proposals for private banking clients based on a combination of in-house asset allocation framework, model portfolios and investor biases.

· Conduct portfolio review for prospects/existing clients to align portfolios to stated mandates as well as find cross sell opportunities.

· Automating proposal formats for standardized proposals

· Assist RMs in client meetings to present investment proposals/pitch investment products.

· Be responsible for RM targets and help them achieve the same.

· Have knowledge of products across MF, PMS, AIF, Structures, BOA, Insurance etc.

· Assist in non-core products like LAS, Insurance, Estate Planning

· Assist in setting up the Investment Advisory vertical for the business

Job Types: Full-time, Regular / Permanent

Salary: ₹190,000.00 – ₹200,000.00 per month

Benefits:

• Provident Fund

Schedule:

• Day shift

Ability to commute/relocate:

• Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor’s (Preferred)

Experience:

• total work: 8 years (Preferred)
• Counselling: 1 year (Preferred)