Website:
mavenark.co.in
Job details:
Company Website - https://www.mavenark.co.in
We are seeking a high-caliber Investment Counsellor to lead and manage relationships with High Net Worth Individuals (HNIs), Family Offices, and Private Wealth Platforms. The ideal candidate should be deeply embedded within the wealth ecosystem, with a demonstrable ability to unlock capital through trusted relationships, strategic engagement, and solution-oriented advisory.
Responsibility :
1. Building AUM( No Sales Based Assignment)
2. Prepare high Quality, customized Investment Insights, Documents, Review for prospects/clients within TAT
3. Understand various investment options and provide customized Insights
based on client/ prospects, suitability and risk profile.
4. Prepare yearly Review & Rebalancing reports for clients within TAT
5. Continuous monitoring and tracking portfolios of clients with the help of RMs Team
6. Assist RMs in monitoring and tracking the implementation of Investment
7. Insights, Document, Review, Joint Calls/ Meeting with RM to build AUM
8. Maintaining and Analysis of MIS at regular intervals
Skills Required :
• CFP Qualification
• Industry /Product knowledge
• Broad understanding of Client profiling process and Asset Allocation models
• Act as a bridge between Product Team and the RM team to discuss nuances and positioning each new product idea.
• Basic knowledge regarding taxation
Click on Apply to know more.