KEY FEATURES OF THE POSITION

Core Functional
- Providing end-to-end investment advisory services with a special focus 
on direct equities as an asset class
- Profiling clients and documenting their investment objectives
- Tracking equity markets, creating model portfolios and building a robust 
direct equities offering within investment advisory
- Creating advisory pitches and investment proposals
- Carrying out portfolio reviews
- Providing regular guidance and advice on markets, investments, and products

Client Management (Internal & External)
- Working closely with Relationship Managers and their advisory clients
- Interacting regularly (including presentations) with clients for advisory 
requirements
- Working closely with RMs, Team Heads and Business Heads for pitching 
advisory credentials to prospects

Regulatory Responsibilities & Risk Management
- Part of the Investm...