- Providing financial planning and investment services to the clients.- Conducting portfolio analysis and implementation of new funds and products- Performing Market Analysis by considering different macro economic parameters'- Reporting the performance of client portfolios at regular intervals and repositioning the allocations.- Initiating the payments by coordinating with different departments and subsidiaries.-Handling the Statutory and Tax audits by sending necessary documents to the clients- Helping the clients to meet their estate planning and insurance requirements- Ensuring compliance with regulatory standards- Executing the trades and reporting the performance of products- Supporting internal teams by addressing the day to day queries- Identifying transactional and financial errors and suggesting timely solutions- Managing the daily MIS and preparing month end reports Working on day to day accounting and financial activities in the company- Helping the company to decide the Mutual Fund and debenture allocation and addressing the client queries.- Building strong relationship with stake holders and clients