Vice President - Investment Advisory Job in Motilal Oswal Wealth Management Limited
Vice President - Investment Advisory
Motilal Oswal Wealth Management Limited
4+ weeks ago
- Mumbai, Maharashtra
- Not Disclosed
- Full-time
- Permanent
Job Summary
Purpose : Advise clients on current financial issues and make recommendations, Generate new business and build relationships-Proactive liaising with RM s highlighting portfolio gapsDeep understanding of investment classes such as Equity PMS, AIF Funds, Mutual Funds, Structured Products, Alternative Investments etc. thereby determining the suitability of products for each client.Providing unbiased & proficient recommendations based on risk profile and asset allocation guidelines.Regular monitoring (periodically/ monthly) and reviewing of portfolios in order to stay on target of clients financial goals within a defined TAT.Consolidation of held away assets and devising methods of showing overall portfolio returns along with benchmark.Preraring impactful presentations, pitch books & marketing materialCumulatively managing & advising Family office portfolios, corporates, trusts.
Experience Required :
Fresher
Vacancy :
2 - 4 Hires
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