Critical Exp. Essential
Candidate should have understanding in Equities MF, tax planning, financial planning, profiling, fixed income and exotic structures.
Understand in detail clients investment needs & create a long term Asset Allocation plan.
Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds.
Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M & A, and Private Equity.
Handle the clients’ investment portfolio; the core thrust is on asset allocation and managing complete family wealth.