Portfolio Development Specialist

8 hours ago


Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 50,00,000 - ₹ 1,00,00,000
Portfolio Development Specialist

Job Overview:

The Portfolio Development Specialist is responsible for driving the growth of client portfolios through strategic investment advice and relationship management.

Key Responsibilities:

  • Maintain NISM 8 & NISM 5A certification to stay updated on industry regulations.
  • Focus on achieving a balance between revenue growth and client profitability.
  • Develop and implement strategies to enhance overall portfolio performance, client activity ratio, and quality of information delivered.
  • Evaluate customer needs by assessing risk appetite and propose tailored investment options.
  • Support clients in making informed decisions using technology-enabled tools.
  • Stay abreast of market news, financial trends, and current affairs to provide expert advice.

Qualifications:

  • 2-4 years' experience in client relationship management with a proven track record of success.
  • Ability to manage multiple tasks and clients effectively, prioritizing tasks to meet deadlines.
  • Strong communication and interpersonal skills to build and maintain strong relationships with clients.


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