Investment Advisor/Senior Manager/Senior Relationship Manager - Client Advisory/Wealth Advisory

- Develop relationships with clients and do meetings with them to manage the overall portfolio.

- Monitoring current investments of the client's and give advice based on client requirements.

- Liaison with research team on mutual funds and other products to understand the product thoroughly and advice the client on the same

- Connect with existing and new clients for periodic review and suggest the new investments to be done.

- Pitch new products and cross sell different offerings which the company is into.