
Senior Portfolio Manager
3 days ago
Role Overview
">The primary objective of this position is to develop and manage a portfolio of high net worth individuals and businesses, with a focus on generating revenue through trading and investment advisory services.
Key Responsibilities:
- Acquire and service clients with a minimum book size of Rs. 25 lac and above.
- Achieve revenue targets through broking/trading in equity, derivatives, currency, and commodity markets.
- Cross-sell third-party products such as mutual funds, portfolio management services, and alternative investment funds.
Skills and Qualifications:
- Strong understanding of financial markets, instruments, and risk management.
- Excellent communication and interpersonal skills.
- Ability to analyze client profiles and provide tailored investment advice.
- Knowledge of regulatory requirements and compliance.
Benefits:
Opportunity to work with a dynamic team and contribute to the growth of the organization.
Professional development and training opportunities.
Competitive compensation and benefits package.
Others:
Develop and maintain strong relationships with clients and stakeholders.
Stay up-to-date with market trends and developments.
Investment Products: Mutual Funds, PMS, AIF, Structured Products
Skills: Private Client Group, PCG - Advisory, Stock Broking, Equity Trading, Wealth Management
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