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Hector and Streak Consulting Pvt. Ltd

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Website      ww.hectorandstreak.com/
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Investment Advisor - Leading Financial Institution

Investment Advisory Responsibilities: Responsible for driving the advisory proposition to the team mapped Ensure regular meeting with new and existing clients Responsible for conducting regular portfolio reviews for clients and also ensuring effective implementation of the same To carry out scientific financial planning for the clients Responsible for the incremental asset under management for the branch mapped by showcasing excellent portfolio management capabilities Understand all products on the approved list and be able to articulate recommendation and house view to clients/RMs To stay ahead of the curve, recommend new asset classes to Head of Investment Advisory where clients might be expressing interest Track competition and take great initiatives and come up with new and improved ideas for improving the advisory proposition Wealth Advisory Responsibilities: Manage portfolios of HNI clients Generate new business for the organization by acquiring new clients and portfolios Timely review of portfolio and advise clients on their portfolios and give recommendation

Other Job Information

Vacancy type:

Full Time

Contact Mode:

not provided

Fax:

not provided

Contact Name:

not provided

Job Duration:

not provided

Phone:

+91 22 2562 6001 +91 22 6765 3558

Email:

not provided

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