Advise clients on investment strategies, asset allocation, and risk management.Recommend tax-efficient vehicles and tailor solutions using alternative, offshore, equity products, and GIFT City offerings.Identify and mitigate risks to client wealth while supporting family office structuring.Expand client base and strengthen brand positioning through targeted relationship-building.Collaborate across verticals to deliver customized investment solutions.Develop product ideas based on family office demand and industry trends.Maintain and grow high-value client relationships with consistent service excellence.Uphold all regulatory, SEBI/AMFI, and internal compliance standards.Ensure all advice is in the client’s best interest and regulatory-compliant.Maintain necessary certifications for advisory and product distribution.Possess deep knowledge of public/private markets and macroeconomic conditions.Build client and product market intelligence through industry engagement.
Job Title
Relationship Manager- Family Office - Leading Mutual Fund Company