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Location

Chennai | India

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Job description

Job Purpose

• The objective of this role is to contribute to the teams efforts in delivering exceptional financial solutions and maintaining strong client relationships.
• As an Individual Contributor need to provide crucial support to Relationship Managers assisting in the execution of wealth management strategies and ensuring the seamless delivery of highquality services to our valued clients.
• Attention to detail analytical skills and passion for wealth management will be pivotal in driving client satisfaction and contributing to the teams overall success.

Main Accountabilities

Client Engagement and Relationship Management:

• Assist in raising funds from HNI / UHNI clients with Technical & Fundamental research for equities and advising the same to clients mapped to the wealth managers.
• Regular meetings with Active clients converting the dormant clients into active along with respective wealth manager.
• Regular regional visits for HNI client meetings seminars/events.
• Send research reports to current and prospective clients and assist in writing quarterly client newsletters.
• Provide investment support education and guidance to clients prospects and Relationship Managers.
• Provide updates on investment opportunities to clients and Relationship Managers.
• Collaborate with internal teams to provide seamless and efficient client support.

Market Research and Analysis:

• Maintain current knowledge of competitors investment capabilities product offerings and pricing policies.
• Conduct thorough research and analysis on investment products financial markets and economic trends to inform decisionmaking and enhance client portfolios.
• Stay informed about regulatory changes and industry best practices to ensure compliance and highquality service delivery.

Financial Planning and Reporting:

• Assist in developing personalized financial plans taking into consideration clients unique goals risk tolerance and preferences.
• Prepare and deliver accurate and insightful financial reports investment summaries and performance reviews for client presentations.

Team Management

• Collaborate with senior management to define team objectives and key performance indicators (KPIs) ensuring alignment with organizational goals.

Qualifications & Experience

• Minimum Degree: Postgraduate/ Graduate in any discipline.
• Minimum Experience 36 years of Experience

Leadership Competencies:

• Ownership
• Speed
• Passion
• Boundaryless Behaviour
• Meritocracy
• Customer Focus
• Tech Quotient
• Cost Consciousness
• Adaptive
• Empathetic
• Analytical
• Compliance
• Resilient

Research,Financial Planning,Portfolio Management,Wealth Advisor,Investment Advisor,Client Engagement,Market Research,Market Analysis

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Job tags

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Salary