Product Manager - Investment & Family Office Advisory

Job title: Product Manager - Investment & Family Office Advisory

Location: Andheri East

Experience: 4 to 10 yrs

Industry: BFSI

Role:

- Monitoring client portfolios & reviewing them periodically.

- Portfolio analysis/restructuring & investment advisory for HNIs - analytics, asset allocation recommendations, product recommendations.

- Play the pivotal role in product/ asset allocation strategies for clients based on investment views and client's investment needs.

- Formulate Monthly Investment Strategy and maintain Model Portfolios.

- Regularly updating Investment Advisory collaterals and strategy reports.

- Managing the investment advisory process for HNI clients.

Meghna B