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AGM - Wealth Management

7 - 12 YearsCoimbatore

Posted: 12 days ago

Job Description

1. To research for taking investment decision
2. Managing the portfolio through investments into varied third party product offerings like Mutual Funds, Equity, Bonds, Structured Products, Alternatives
3. Adding value with customized Portfolio Management Services
4. To track the portfolios regularly to constantly give feedback to management and appraise on the market developments.
5. To attend investor calls, seminars
6. Develop the Risk profile & financial goals of the portfolio.
7. Execute the investment plan in consultation with the management
8. Monitoring & reporting the performance of the portfolio
9. Manage the key performance indicators at the highest level.
10. Additional Responsibility Treasury and Banking


Salary: Not Disclosed by Recruiter
Industry: Accounting / Finance
Functional Area: Accounts, Finance, Tax, Company Secretary, Audit
Role Category: Finance/Audit
Role: Treasury Manager
Employment Type: Permanent Job, Full Time
Keyskills:

Desired Candidate Profile

1. Professional Finance Degree or MBA in Finance from a reputed institution
2. Private wealth manager with 7+ years of experience in handling HNI / UHNI Client
Should be managing minimum 100+ crore of Investment book excluding CASA or banking products
3. Have complete Understanding of Products being offered across asset classes e.g. Mutual Funds, Direct Equity platform, Bonds, Corporate Deposits, Structured Products, Portfolio Management Service (PMS), Private Equity, Real Estate, and Alternate Assets & Estate Planning solutions etc.
4. Person should have good communication and analytical skills


PG - MBA/PGDM - Any Specialization, CA, ICWA (CMA), Other
Doctorate - Doctorate Not Required

Company Profile

Suguna Holdings Private Limited
Suguna Holdings has seven Subsidaries- Suguna Foods, Globion, Suguna Institute of Poultry Management, Suguna Dairy, Suguna Bangladesh, Suguna Kenya and Aminovit, Sri Lanka. Suguna Group is a 7000 crore group and employs more than 6000 people
View Contact Details+
Contact Details

Recruiter Name:Vishnu Santhosh

Contact Company:Suguna Holdings Private Limited

Telephone:9597444744

Website:https://www.sugunaholdings.com/