BondsIndia
Website:
bondsindia.com
Job details:
1.Managing and advising High Net-Worth Individual (HNI) clients on investment and wealth management strategies.
2.Handling Portfolio Management Services (PMS) coordination, investment monitoring, and client reporting.
3.Conducting financial calculations, portfolio analysis, return evaluations, and investment comparisons to support client decision-making.
4.Building and maintaining strong client relationships through regular interaction and personalized financial solutions.
5.Coordinating with fund houses, research teams, operations, and compliance departments for seamless execution of transactions and services.
6.Assisting clients with asset allocation, portfolio reviews, and wealth planning aligned with their financial goals.
7.Monitoring market trends and investment opportunities across equity, debt, bonds, and alternative investment products.
8.Ensuring timely execution of investment transactions, documentation, and client servicing activities.
Delivering high standards of client satisfaction through proactive communication and relationship management.
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