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- Develop relationships with new clients, conducting meetings to manage overall investment portfolios.
- Regularly connect with existing clients and prospects for periodic reviews and provide tailored advice.
- Prioritize hyper-personalization for all client accounts at all times, aiming to grow AUM and expand/deepen existing relationships.
- Monitor and analyze capital markets, macroeconomic indicators, government policies, and central bank actions influencing various investment asset classes.
- A self-starter with the willingness to think and work like an entrepreneur, driven by a passion for meaningful work in financial advisory and wealth management.
- A minimum of 1-4 years of experience in the wealth and investment field.
- Excellent communication skills and a strong command over the English language.
- Proficiency in MS Excel is essential.
- Preferred qualifications include CFP/CFA/MBA/PG/CA, with NISM XA and XB certifications being an added advantage.
- A strong flair for investment advisory and in-depth knowledge of financial markets and economies.
- The opportunity to work in a boutique setup, handling diverse assignments.
- The chance to collaborate with senior advisors on high-value accounts.
- An end-to-end learning experience in personal wealth management practices.
- A platform to interact with industry stakeholders, expanding your understanding and knowledge.
Senior Manager - gurugram - Prospurts

4 weeks ago

Description
Job Description
Work closely with a partner to manage client accounts, ensuring a deep understanding of their risk appetite, financial goals, and developing suitable asset allocation strategies based on the company's financial planning framework.
Key Responsibilities:
Desired Candidate Profile:
What We Offer:
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Senior Manager
Bullmen Realty- Gurugram
-
Senior Manager
TNC Aviation- Gurugram
-
Senior Manager
Genpact- Gurugram, Gurugram
-
Senior Manager
Prathameshwara Consulting Pvt. Ltd.- Gurugram
-
Senior Manager
Z1 Tech- Gurugram, India
-
Manager/Senior Manager
Intech Organics- Gurugram
-
Senior Manager
Vena Energy- Gurgaon
-
Senior Manager
MetaMorph- Gurugram
-
Senior Manager
Niva Bupa- Gurugram
-
Senior Manager
EXL IT service management- Gurugram, India
-
Senior Manager
EXL IT service management- Gurugram, India
-
Senior Manager
Milliman- Gurugram, India
-
Senior Manager
Genpact- Gurugram, Gurugram
-
Senior Manager
FyndBridge Consulting Services- Gurugram
-
Senior Manager
AIPL- Gurugram
-
Manager/Senior Manager
Fareportal- Gurugram
-
Senior Manager
People Matters- Gurugram
-
Senior Manager
Weber Shandwick- Gurugram
-
Senior Manager
Weber Shandwick- Gurgaon
-
Manager/Senior Manager
Cognitio Analytics- Gurugram
-
Senior Manager
Great Learning- Gurugram