• Define Investment strategy; asset allocation basis the prevailing market conditions
• Be up-to-date with Equity and Debt markets by going through investment reports/concalls
• Develop and manage the fund selection models
• Product Due diligence to understand the qualitative aspects of the products
• Financial goal setting and planning and prepare investment proposals for the clients
• Asset allocation and Portfolio construction
• Portfolio review and rebalancing as and when required
• Engaging with Sales Team and help in product penetration via product and research support
• Knowledge of all the Asset classes – Equity, Fixed income, Structured Products, Real Estate, FX, Commodities and International Markets
• In depth knowledge Wealth Management products – Mutual Funds, Portfolio Management Service Providers, Alternative Investment Funds and Listed Investments.