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Inline with the market
Dec 09, 2022
Jan 08, 2023
- Analysing complete spectrum of the financial product, both local as well as international products.
- Calculating the returns of various asset classes and the scheme at a set frequency
- Evaluating the product basket based on parameters like standard deviation, beta, rolling returns, sharpe ratio, etc
- Explaining the products to various wealth managers and resolving their queries if any
- Keep abreast of various regulatory and the policy changes, market trends, revenues offered, etc
- Preparing product presentations:
- Updating various marketing and presentation literatures
- Preparing client specific presentations based on the feedback of the wealth managers
- Recommend products and services to both new as well as existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements basically through financial planning process.
- Market or product Research and Analytics
- Research, investigate and regularly update regarding the available investment opportunities / financial market trends to determine whether they fit into client portfolios
- Liaison with various third party product providers
- Conducting due diligence of new and existing products
- Assisting the wealth managers to ensure prompt servicing and updates to the clients:
- Preparing the Investment Policy Statement (IPS) for the new clients coming on board and updating the same for existing clients
- Undertake complete portfolio analysis and need based analysis of HNI, Ultra HNI and corporate clients.
- Coordinate with wealth managers to understand the client requirements and taking investment decisions for the clients
- Recommend strategies that clients can use to achieve their financial objectives
- Provide various Investment performance reports and summaries to the clients
- Ensure ongoing self-development.