” 8) b) Periodic Po ©) Selling inve SIP. d) Ensure alc ‘Compliance a) Ensure all b) Ensure 100 Branch Develo a) Conduct bri financial aw b) Any other m to time CREs are responsible for providing on ground support to Relationship, Managers in collecting the documents from the Clients and sending it to the relevant dopariment for service requests whore documentation or in person meeting with Client is required. ) 2) 3) 4) 5) Assisting Relat documents from Assisting Serv documentation. Assisting Relati and delivery of Doorstep Banki Any other matt time. = Guiding clients on range of financial services products Wide ranging experience across categories such as: MF, Fl Structured Products, Discretionary Portfolios ‘+ Strong focus on due diligence, quantitative technique and asset allocation 1) 2) 3) 4) 5) Assisting the opinion regard a) Work closely b) Research and ralovance for «) Guiding the Ci needs and Imp structured prod ‘etalls of fnan 4) Research fer @) Coaching anc development Wealth Manager a) Doa Financ for the Client ») Periodic Por Compliance a) Ensure AMF Any other matter, 3 Customer Relationship Executive a Tavastment Officer 5 Central Research Team (Product Lead) The Official would work closely with Product, Investment & Research Head and would be responsible for running products program of wealth products and liaison with Market data Aggregators and Research providers. The Official will be responsible to write product notes, market updates, investment outlook and evaluate latest product offering in addition handling all queries related to products. “The Official would wo the following act, a, Understand the ». Create forward ©. Create regular d. Analyse variou and conduct due e. Liaison with ot! f. Analytics of Equ 49. Liaison with Mi h, Regular interac i. Any other matte 6 Central research Team (Support) Role wil include creating and updating excel worksheets related 10 Macro Economy, Stock & Sector research, Fixed Income research, creating portfolio review templates etc 1 2) 3) 4) Grealing and upd a) Macro Econe b) Stock & Sec ©) Fixed incom 4) Mutual Fund ) Model porto Creating portfolio Investment Offce preparing portfol and Relationship To work closely ¥ rolling out dally, v basis.