
Portfolio Management Opportunities
21 hours ago
Investment Portfolio Manager
As an Investment Portfolio Manager, you will be responsible for managing relationships with high net worth individuals and non-resident Indians for mutual fund sales. Your primary goal will be to identify new business opportunities through networking, referrals, and market research to acquire high net worth clients.
Key Responsibilities:
- Provide investment advisory services to existing and potential clients on various asset classes such as equity, debt, fixed income securities, private equity funds, real estate funds, etc.
Requirements:
- Strong relationship-building skills to develop and maintain strong relationships with existing high net worth clients by understanding their financial goals and providing tailored solutions.
Collaboration:
- Collaborate with internal teams to ensure seamless execution of transactions and resolution of client queries.
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