Portfolio Manager

4 weeks ago


Gurgaon, Haryana, India Capital Placement Services Full time
Job Description

Key Responsibilities:

- Make sound investment decisions and carry out investment activities on behalf of individual or institutional clients
- Advise clients on financial products, securities, funds, assets, and portfolio management
- Analyze financial data and market trends to identify investment opportunities aligned with clients goals and risk tolerance
- Structure and present investment strategies aimed at maximizing returns within acceptable risk parameters
- Monitor client portfolios and provide regular performance updates
- Ensure compliance with regulatory requirements and internal policies

Desired Candidate Profile:

- Strong understanding of investment principles, portfolio structuring, and financial markets
- Knowledge of minimum investment requirements, liquidity provisions, and risk-return analysis
- Proven ability to deliver risk-adjusted returns exceeding client expectations
- Excellent communication and interpersonal skills to guide and build trust with clients
- Relevant certifications (e.g., CFA, CFP, NISM) are a strong advantage
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