Job Title

Client Engagement Manager

Job City

Bangalore, Karnataka (Sadashivnagar)

Company Profile

“Deeraj Shetty – Your Personal CFO – Governed by SEBI | Powered by iFAST

We are boutique Retirement Advisors working with Salaried Executives, Corporate Lawyers and Retired Families!

Our goal is to provide timely and transparent Wealth Protection, Wealth Creation, and Wealth Management Solutions with a detailed focus on Tax Efficiency and Risk Management!

Our Ethos – create a Family Office for Salaried Executives!

We are a multi-product, unbiased Advisory Firm focused on looking to Create Effective and Efficient Wealth Advisory and Retirement Planning Solutions. “

Job Profile & Responsibilities

1. PROSPECT RELATIONSHIP BUILDING – Analyze existing Investments & Insurance – Create Minutes of Meeting and Next Steps

2. CUSTOMIZED PORTFOLIOS – Understand and Build an Investment Philosophy with personalized Investment Portfolios based on Asset Allocation Principles formed by Understanding Risk Appetite vs Risk Tolerance, Time Horizon, Client Needs & Client Goals

3. NEED BASED PORTFOLIO MANAGEMENT – Build Portfolios, Track Progress, Re-Balance / Re-Structure Portfolios,

4. CLIENT LIFECYCLE MANAGEMENT – Oversee Client-Specific Tasks, Monthly Portfolio Reports, Review Reporting, and most importantly Re-Conciliations of SIP, STPs, and Goal Tracking.

5. CLIENT ENGAGEMENT – Managing Portfolio, Tasks, Re-Balancing, and Reporting of Client Portfolio will help us understand the client better – Create Blogs or Content for more interaction.

PLEASE UNDERSTAND OUR EXPECTATIONS & OUR REQUIREMENTS
1. SOLUTION FOCUSED – Focus on Holistic Solutions for the Family
2. MULTI PRODUCT VIEW – Stock, Bonds, MFs, Trusts, ETFs, AIFs, REITs
3. KNOWLEDGE LEVELS – Attend AMC Calls, NFP Meetings & Writing a Will

Prefered Qualifications

• Completed CFP or QPFP Certification

Desired Candidate Profile

Previous Experience in:

• Mutual Funds – understand specifics about MF Research
• Financial Planning & Retirement Planning
• Create and Re-Balance Portfolios

Additional Details

“Our office is based at Sadashivnagar, Bangalore
WILLING TO ENGAGE DEEPLY WITH CLIENT REQUIREMENTS AND GOALS AND PORTFOLIOS.
ENGAGE BY PROVIDING QUALITY SOLUTIONS, EASY-TO-UNDERSTAND REPORTS & CONTENT WHICH IS REQUIRED & RELEVANT TO THE FAMILY! “

Salary Range

From INR 3.25 lakhs to INR 3.75 Lakhs

How to Apply

advisor@deerajshetty.com