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Investment Strategist

Employer
ankita.madye@trustgroup.in
Location
Mumbai, Konkan (IN)
Salary
Open
Closing date
Feb 22, 2024

Core Purpose of the Role :

Providing investment advice to TrustPlutus clients following an advisory process and try to achieve superior risk adjusted returns for client’s portfolio. Enabler to relationship team with domain expertise and investment knowledge.

  •  Implement advisory process accurately in all market situations and achieve client’s objective, ensure growth in wallet share and growth of portfolio in existing clients
  • Timely Portfolio Review - Create / Update Investment Policy statement, Incorporate Investment Advisory Board views in portfolio, create deviation report and suggest change in portfolio, Ensure accurate and timely delivery of advice.
  • Create a new proposal, accompany RM for client meeting.
  •  Client advises - Improve quality of client interaction by updating client on his portfolio, its performance and updating on various asset classes.
  • Regular communication of market update, Weekly investment call with entire team, Event update
  •  Support business team(s) with queries and problem solving.

 

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