We are a boutique Company, of independent financial distributors, that offers financial services to a variety of clients whether HNIs, Corporate houses or other consulting firms under one umbrella. We stand a class apart known for our dynamic work commitments.
We have placed ourselves as the mutual fund distributors that adds opulence to the investor's portfolios. Our aim is to assist in achieving individual and family financial goals. We make use of all updated technology to provide the market information before time to make the right decision at the right time to suit investment needs.
The Role
You Will Be Responsible For
- Acquiring and managing relationships with corporate and institutional clients in your area of focus to achieve sales targets and business objectives.
- Developing strong internal relationships to optimise service delivery and ensure all practices are in line with internal guidelines and statutory requirements.
- Investing client capital in line with their investment objectives and risk profile to achieve maximum returns on their investments.
- Managing asset allocation and positions.
- Portfolio optimisation and enhancement.
- Participating in account reviews & preparing and delivering client presentations.
Ideal Profile
- You have at least 1 year experience including solid experience in a similar role within Financial Services.
- You are a strong networker & relationship builder
- You are adaptable and thrive in changing environments
- You are highly goal driven and work well in fast paced environments
What's on Offer
