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Investment Portfolio Manager

2 weeks ago

Chennai, Tamil Nadu, India Saaki Argus & Averil Consulting Full time
Main Responsibilities:
  • Achieve revenue targets by acquiring new accounts with a minimum margin per account.
  • Prospect and engage in client acquisition efforts to grow the business.
  • Build deep relationships with clients, identify their investment goals, and offer tailored solutions.
  • Perform regular portfolio reviews to ensure client objectives are met.
  • Maintain high-level product knowledge and stay informed about industry trends and changes.