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- The objective of this role is tocontribute to the teams efforts in delivering exceptional financialsolutions and maintaining strong client relationships.
- As an Individual Contributor needto provide crucial support to Relationship Managers assisting inthe execution of wealth management strategies and ensuring theseamless delivery of highquality services to our valued clients.
- Attention to detail analyticalskills and passion for wealth management will be pivotal in drivingclient satisfaction and contributing to the teams overallsuccess.
- Assist in raisingfunds from HNI / UHNI clients with Technical & Fundamentalresearch for equities and advising the same to clients mapped tothe wealth managers.
- Regular meetings with Activeclients converting the dormant clients into active along withrespective wealth manager.
- Regular regional visits for HNIclient meetingsseminars/events.
- Send research reports to currentand prospective clients and assist in writing quarterly clientnewsletters.
- Provide investment supporteducation and guidance to clients prospects and RelationshipManagers.
- Provide updates on investmentopportunities to clients and RelationshipManagers.
- Collaborate with internal teamsto provide seamless and efficient clientsupport.
- Maintain current knowledge ofcompetitors investment capabilities product offerings and pricingpolicies.
- Conduct thorough research andanalysis on investment products financial markets and economictrends to inform decisionmaking and enhance clientportfolios.
- Stay informed about regulatorychanges and industry best practices to ensure compliance andhighquality service delivery.
- Assist in developing personalizedfinancial plans taking into consideration clients unique goals risktolerance and preferences.
- Prepare and deliver accurate andinsightful financial reports investment summaries and performancereviews for clientpresentations.
- Collaborate withsenior management to define team objectives and key performanceindicators (KPIs) ensuring alignment with organizationalgoals.
- MinimumDegree: Postgraduate/ Graduate in anydiscipline.
- MinimumExperience 36 years ofExperience
- Ownership
- Speed
- Passion
- BoundarylessBehaviour
- Meritocracy
- CustomerFocus
- TechQuotient
- CostConsciousness
- Adaptive
- Empathetic
- Analytical
- Compliance
- Resilient
Asst Vice President Senior Manager - Chennai, India - Riverforest Connections Private Limited
Description
JobPurpose
MainAccountabilities
Client Engagement andRelationshipManagement:
MarketResearch andAnalysis:
Financial Planning andReporting:
TeamManagement
Qualifications&Experience
LeadershipCompetencies:
Research,Financial Planning,PortfolioManagement,Wealth Advisor,Investment Advisor,ClientEngagement,Market Research,Market Analysis