Client Advisory & Portfolio Management

- Understand clients’ financial goals, risk appetite, time horizon through detailed discussions and portfolio deep-dives.
- Catering to the investment needs of clients by providing them research-based advice in Mutual Funds, Insurance, PMS, AIFs, Bonds, Equity, Structured Products, and other wealth offerings.
- Conduct regular portfolio analysis, reviews and create investment plans to ensure alignment with client objectives.
- Advise clients on suitable investment opportunities across asset classes and recommend appropriate product strategies. Client Relationship Management
- Build, nurture, and manage long-term relationships with clients through regular meetings, portfolio discussions, and review sessions.
- Ensure high-quality client experience through proactive communication, responsiveness, transparency, and consultative engagement.
- Conduct periodic client visits and virtual connects to understand changing needs and recommend timely solutions.
- Act as a trusted advisor and single point of contact for clients across investment and service requirements.

Business Growth & Product Penetration

Strictly Private & Confidential

- Achieve business targets across revenue,



acquisition, retention, and wallet share.
- Drive cross-sell and upsell across wealth, protection, and investment solutions.
- Increase product penetration by identifying gaps in client portfolios and recommending suitable offerings.
- Continuously acquire current clients and grow the book through referrals, networking, and other client acquisition strategies.
- Work closely with research, product, and operations teams to deliver seamless execution and service. Compliance & Governance
- Adhere to regulatory guidelines, documentation standards, and internal compliance norms.
- Ensure client suitability, risk assessment, and fair practice principles in all recommendations.
- Maintain accurate records of client interactions, advice given, and action taken.

Qualifications

Graduate/Postgraduate in Finance, Commerce, Economics, or related field; certifications such as CFP, NISM, CFA (preferred). Prerequisite

Investment Product knowledge is mandatory Experience

4–10+ years of experience in wealth management, investment advisory, or private banking.

📌 Wealth RM - Private Banking (Pune)
🏢 Peoplenomic Consulting
📍 Pune