Lead, Family Office Business

Principal Accountabilities

Accountability

Supporting Actions

Portfolio & Business Management

• Advising on investment strategies, asset allocation & risk management
• Helping clients invest in tax efficient vehicles
• Identifying & mitigating potential risks to the familys wealth
• Acquisition & expansion of client base
• Build a strong connect with target audience for maximizing the mind share and market share
• Synergize with all relevant verticals for achieving the desired objective
• Work on customized solution by offering Combo products with focus on alternate, offshore and equity products & Gift city.
• Provide guidance on family office structuring to new/young family offices
• Generate product ideas/ insights basis requirements/demand trends in family offices

Build Strong Client Relationship

• Maintain excellent relationship with existing clients and expansion of key clients leading to high volumes of business while maintaining excellent service standards.
• Build long lasting relationships eventually positioning us as a favored, ethical & trusted brand

Compliance & delivering superior value to customer

• Ensure compliance on all regulatory and internal audit requirements
• Ensure all SEBI/AMFI rules and regulations are strictly complied
• All advisory provided & products suggested should be in the best interest of the client & regulatory complaint
• All certifications required for various product advisory & selling

Knowledge & Market Intelligence

• Expert level knowledge on public & private markets
• Awareness & deep understanding of geo political & macro-economic environment
• Building market intelligence of client segment, through liaising with internal & external peers across financial industry
• Product related market intelligence in the industry, competition & the need of clients