01Responsibilities
Client Engagement:
- Build and deepen relationships with an assigned book of clients under the guidance of the Wealth Manager.
- Understand client goals, risk profiles, and investment preferences to deliver personalized advice.
- Regularly review portfolios and recommend rebalancing, upgrades, or new strategies in line with their financial journey.
- Prepare client briefs, review notes for ongoing reviews and meetings.
- Ensure timely communication and updates to clients on key portfolio actions or changes.
- Get leads and references from clients and increase wallet share with them.
- Collaborate with internal teams (investment, operations, compliance) to fulfill client needs.
- Develop familiarity with our clients advisory tools, risk assessment frameworks, and planning models
Process, Documentation & Compliance:
- Maintain accurate and up-to-date records of client interactions, tasks, and service history in the CRM.
- Learn and adhere to our clients protocols on ethical conduct and confidentiality.
- Adhere to the process set internally by our client to comply with SEBI guidelines and regulatory framework.
Learning and Growth Pathway
- Actively participate in training sessions, knowledge-sharing discussions, and shadowing large investment opportunities.
- Set and track learning milestones in investment advisory, client engagement, and portfolio management.
- Work towards readiness to graduate into a Wealth Manager role .
