Portfolio Manager - UHNI - Investment Banking

- Developing and managing relationship with HNI and ultra HNI clients.

- Conducting comprehensive review of client portfolio to assess investment strategies based on the risk profile of the client.

- Providing investment advice to the client through wide range of investment products spread across debt, equity, insurance and structured products.

- Designing Mutual fund portfolio for HNI clients by studying the risk profile of the customer and analyzing the equity and debt market.

- Deepening relationship with the existing clients by providing financial planning and investment advice

- Ensuring the highest levels of service to the client clients

- Acquisition of HNI clients through references

- Comply with KYC/SEBI rules, regulations, and legislation governing the Bank