Investment Portfolio Manager

Responsibilities:Develop & implement investment strategiesManage portfolio performance & riskAnalyze market trends & opportunitiesOversee fundraising effortsBuild strong investor relationshipsTravel allowance

We’re looking for a Relationship Manager – Wealth, who will be the key face of the business and the final point of contact for clients. The ideal candidate will be responsible for acquiring and managing High Net Worth (HNI) relationships, ensuring the highest standards of service, and providing the right financial advice to help clients achieve their...

We’re looking for a Relationship Manager – Wealth , who will be the key face of the business and the final point of contact for clients. The ideal candidate will be responsible for acquiring and managing High Net Worth (HNI) relationships, ensuring the highest standards of service, and providing the right financial advice to help clients achieve their...

We’re looking for a Relationship Manager – Wealth , who will be the key face of the business and the final point of contact for clients. The ideal candidate will be responsible for acquiring and managing High Net Worth (HNI) relationships, ensuring the highest standards of service, and providing the right financial advice to help clients achieve their...

We’re looking for a Relationship Manager – Wealth, who will be the key face of the business and the final point of contact for clients. The ideal candidate will be responsible for acquiring and managing High Net Worth (HNI) relationships, ensuring the highest standards of service, and providing the right financial advice to help clients achieve their...

Job Description What are we looking for Sharekhan is seeking a motivated Investment Portfolio Advisor to join our team. This role is ideal for a professional with a foundational understanding of financial markets, eager to gather assets across a diverse range of investment products, and drive new business development. You will be responsible for building...

**10 - 15 years**: **Any Graduate**: **Sales - Wealth**: **16 ~ 17 LPA**: - Manage the investment Portfolio of HNI/UHNI Clients in collaboration with Relationship Managers. - Analyze investment products and determine which product is appropriate for the clients - Responsible to increase the Branch AUM - Support and handhold Relationship managers in joint...

Title - Investment/Financial Advisor Qualification - MBA in Finance and NISM Series - Investment Adviser X (Level 1) & (Level2) Experience - Minimum 1 yr with Employer Letter head. Salary - 3Lakh to 4.5Lakh Job Location : Hyderabad Roles and Responsibilities Lead generation through various avenues. Calling customers and updating them about the...

Job Role: Ownership of the Investments target of the Branch Banking channel mapped to Increase the Mutual Fund AUM for the mapped Area Penetration of client base for creating new investors in MF / investments from existing client base Increase in (investments products) productivity of Phone Banking officers Acquisitions (NTB) attributed to presence of IC i.e...

Job Role: Ownership of the Investments target of the Branch Banking channel mapped to Increase the Mutual Fund AUM for the mapped Area Penetration of client base for creating new investors in MF / investments from existing client base Increase in (investments products) productivity of Phone Banking officers Acquisitions (NTB) attributed to presence of IC i.e...