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4.3

based on 25 Reviews

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24 Heron Strategic Consulting Jobs

Investment Manager (7-18 yrs)

7-18 years

Investment Manager (7-18 yrs)

Heron Strategic Consulting

posted 19d ago

Job Role Insights

Fixed timing

Job Description

Investment Manager with our client in Gurugram, looking for someone with good experience in handling uHNI Clients, with handling AUM portfolio at 200 Cr.

Open Position : Investment Manager

1. Serve as a trusted financial consultant to high-net-worth individuals or families

2. Understand current income, expenses, insurance coverage, tax status, financial objectives, and risk tolerance of HNI clients and delivery returns through asset allocation

3. Develop and maintain client relationships by engaging with the resources of other parts of the organization and provide tailor-made personalized financial services

3. Build a comprehensive strategy that considers all aspects of the client's finances, create financial plans and portfolios that encompass asset allocation, investments, estates, and taxes, with the aim of increasing overall wealth

4. Monitor clients investment portfolio on a regular basis to review performance thereby deepening into their wallet share

5. Cultivate client relationships by giving regular updates, presenting plans, addressing inquiries, and ensuring that proposed solutions align with the client's major financial goals

6. Acquire and build new HNI client relationships thereby building onto your own AUM and achieving sales targets.

7. Work experience with Private Equity Funds.

8. Experience in fund raising


Functional Areas: Banking/Insurance

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What people at Heron Strategic Consulting are saying

What Heron Strategic Consulting employees are saying about work life

based on 25 employees
52%
100%
80%
100%
Strict timing
Monday to Saturday
No travel
Day Shift
View more insights

Heron Strategic Consulting Benefits

Free Transport
Child care
Gymnasium
Cafeteria
Work From Home
Free Food +6 more
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Heron Strategic Consulting Hyderabad / Secunderabad Office Location

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Hyderabad / Secunderabad, Telangana Office
Headquarter
606, 6th Floor, Karan Centre, S. D. Road, Park Lane Hyderabad / Secunderabad, Telangana
500003

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