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 prospects 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 (India)
🏢 Peoplenomic Consulting
📍 India