Company Name : Xerago Securities

Location : Chennai | Onsite

Experience : 5-10 Years

Job Title/Role : RIA Sr. Advisor

Job Description :

Client Relationship Management :

- Maintain and enhance relationships with high-net-worth clients and institutional investors.

- Provide personalized financial advice and investment strategies tailored to clients' goals and risk tolerance.

- Conduct regular portfolio reviews and performance assessments with clients.

Strategic Leadership :

- Collaborate with the executive team to define and execute the firm's strategic vision and goals.

- Lead business development efforts to attract new clients and expand the firm's market presence.

- Mentor and develop junior advisers and staff, fostering a culture of excellence and continuous improvement.

Investment Management :

- Oversee the development and implementation of investment strategies and asset allocation models.

- Monitor market trends and economic indicators to make informed investment decisions.

- Ensure adherence to the firm's investment policies and risk management guidelines.

Compliance and Risk Management :

- Ensure the firm's practices comply with SEBI regulations and other relevant legal requirements.

- Conduct periodic audits and reviews to maintain high standards of regulatory compliance.

- Implement and monitor internal controls to manage and mitigate risks effectively.

Business Development and Expansion:

- Develop and execute strategic initiatives to expand the firm's client base and market share.

- Identify and pursue new business opportunities, including high-net-worth individuals, family offices, and institutional clients.

- Network extensively within the industry to build relationships and attract new clients.

- Create and implement marketing and outreach strategies to promote the firm's services.

- Represent the firm at industry events, conferences, and seminars to increase visibility and brand recognition.

Qualifications :

- Bachelor's degree in finance, economics, business administration, or a related field; advanced degrees (MBA, CFA, CFP) preferred.

- Minimum of 5-10 years of experience in investment management, financial advisory, or a related field within Security market.

- Demonstrated success in managing client portfolios and delivering comprehensive financial advice.

- Deep knowledge of SEBI regulations and compliance requirements.

- Strong leadership and team management skills.

- Excellent communication, negotiation, and interpersonal skills.

- Proven ability to develop and execute strategic initiatives.

- High ethical standards and a commitment to acting in clients' best interests.

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