Roles and Responsibilities

- Manage client portfolios by providing investment advice on equities, mutual funds, bonds, AIFs, structured products, insurance, and other financial instruments.

- Conduct regular reviews of client portfolios to ensure alignment with their risk profiles and objectives.

- Develop and maintain relationships with high net worth individuals (HNIs) through regular meetings and communication.

- Identify new business opportunities by cross-selling relevant financial products to existing clients.

- Collaborate with internal teams to resolve client queries and issues.

Desired Candidate Profile

- 5-10 years of experience in wealth management or related field such as asset management, broking, capital markets, etc.

- Robust understanding of stock markets, equity trading, investment strategies, trade execution processes.

- Excellent communication skills for effective relationship-building with HNI clients.

- Ability to analyze market trends and provide informed investment recommendations.

📌 Advisory Manager - PCG Desk (Wealth Management Role) (Pune)
🏢 Sharekhan
📍 Pune