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The job would require the candidate to meet clients (family offices & Ultra High Net Worth Individuals), understand their financial/investment objectives & risk appetite and recommend appropriate products.
Reporting: Head – Institutional Sales & Family Offices
Primary job responsibilities:
– Establish, grow, and manage investment relationships with clients
– Be the primary client contact and trusted investment advisor.
– Deepen existing client relationships by providing appropriate investment advice and solutions
– Acquire new clients through market intelligence & engagements
– Drive sales of DSP products to suitable client portfolios
– Share market updates and house views with clients on a timely basis
– Update clients on their investments and its performance
– Leverage existing client relationships and other sources to acquire new clients
– Recognize changes in the client’s/ market environment which may present opportunities
– Enhance client experience through strong relationship management
Knowledge and skills required for the role:
– Superior understanding of Markets and Products
– Strong knowledge of different asset classes
– Experience in providing investment advice and solutions
– Strong interpersonal and communication skills
– Good Analytics Skills
– Digital Mindset
