- Sicomoro Advisors Private Limited
- Worli, Mumbai
- 29 Dec 2022
- 28 Jan 2023
- Job Function
- Relationship Management, Wealth Management
- Industry Sector
- Private Wealth Management Firm
- CFA Charterholder, CIPM Certificant, Passed CFA Level I, Passed CFA Level II, Passed CFA Level III (Charter Pending), Passed CIPM Expert, Passed CIPM Principles
- Employment Type
- Full Time
Prospecting – Maintain active list of prospects and keep strong engagement to convert
them to client.
Client Management – Ensuring high level of engagement and services to the client driven
by relationship approach to build trust relation based.
Client Advisory & Reviews – Drive strong understanding of client needs to ensure
creating the right proposal for the client in consultation with the Ideation & Advisory
Team. Also drive periodic reviews to ensure that there is delivery of solution driven by
Maintain high level of Client Centricity and drive advisory driven by strong ethos and
principles of the organization.
Maintain High Level of Client Service by driving proper coordination between client and
operation & service team.
Keep abreast with market developments and events to ensure that risk management is
done to limit clients from suffering losses due to risks by ensuring timely action.