Portfolio Solutions Advisor

Roles & Responsibilities:

Investment Professional (Advisory)

· Portfolio Monitoring and Reviews;
arranging the required data inputs for senior IPs

· Preparing high quality, customized Investment Insights, Document, Review for prospects / clients within TAT;
Understand Client profile and Asset Allocation models

· Understand various investments options and providing customized Insights based on client/ prospects, suitability and risk profile.

· Prepare yearly review & rebalancing reports for clients within TAT

· Continuous monitoring and tracking portfolios of clients with the help of RM’s Team and responsible for closing of actions to build fresh AUM

· Maintaining and Analysis of MIS at regular intervals

· Synergy with Product Team and other stakeholders - Act as a bridge between Product Team and RM team to discuss nuances and positioning each new product ideas.

· Unders...