Work Senior Manager - Investment Advisory & Research at L&T Capital Markets Ltd - Wealth Management (A L&T Finance Holdings Company)
Industry Finance / Banking / Insurance
About Worked as a key team member in setting up product & advisory desk. Set up the transactions processes for all investment products i.e. Mutual Funds/Equities/Bonds/Private Equity/Real Estate/Structure Products/Lending Solutions etc.
Understanding client’s risk profile, cash flow requirements and accordingly articulating investment strategies across asset classes. Advise on structuring client’s wealth in line with their profile & investment objective
Originating high quality presentations, proposals/pitch reports etc. around asset class outlook, investment strategy & actionable ideas. Initiating customized proposals/financial plans
Ongoing evaluation and due diligence of new and exis...