Investment Strategist

Location
Mumbai
Salary
Open/Negotiable
Posted
Jun 28, 2018
Closes
Aug 27, 2018
Employment Type
Full Time
Education
Masters
  • Implement Advisory process 
  • Regular Client review which includes 
    • Creation / Updation Investment Policy statement
    •  Updating Investment Advisory Board views in portfolio. 
    • Create deviation report and suggest change in portfolio  
  • Ensure time-bound completion of review process every quarter 
  • Create a new proposals, accompany RM for client meetings, do follow-up activity or enable RM to do the same
  • Regular communication of market update, weekly investment call with entire team, Event update
  • Undertake Investment and product related special projects