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Fund Manager for Sebi. Registered Portfolio Management Services

3 months ago

Mumbai, Maharashtra, India Libord Group Full time

This is a full-time role for a Fund Manager. As a Fund Manager, you will be responsible for managing portfolios and providing investment advice tailored to individual client needs.

  • Advising on large stock portfolios to enhance returns with regular rebalancing.
  • Having strong knowledge about equity to make effective presentation on stock portfolios, PMS newsletters, etc.
  • Monitoring client's portfolio and updating clients about market events, developing strong rapport to bring incremental business
  • Previous experience in Portfolio Management Services and Advisory is preferred
  • Should have strong networking and relationship building skills.
  • Ability to work effectively with a result-oriented focus and a highly disciplined approach for meeting objectives
  • Industry certifications such as CFP, CFA, or equivalent are a plus.

Qualifications and Experience:

  • MBA, CA, C.S, ICWA, B.E
  • Minimum of 8 years of experience as a Fund Manager.
  • Strong analytical and research skills.