TL- Wealth Management

<p>Understand clients’ investment needs in detail and create long-term asset allocation strategies aligned with their financial goals.<br />
Acquire and advise HNI / UHNI clients across multiple asset classes including Equities, Debt, Mutual Funds, Alternate Investments, PMS, and AIFs.<br />
Advise clients, in coordination with in-house experts, on Corporate Finance, M&A, Private Equity, and other strategic investment opportunities.<br />
Manage complete client investment portfolios with a strong focus on asset allocation, wealth preservation, and family wealth management.<br />
Build and manage strong client relationships while driving AUM growth from preferred and HNI client segments.<br />
Coordinate closely with Product and Research teams to deliver suitable investment recommendations as per clients’ financial requirements and risk profiles.<br />
Strong understanding of Equities (mandatory), Mutual Funds, ...