
Portfolio Strategist
17 hours ago
As a seasoned Portfolio Strategist, you will be responsible for managing High Net Worth clients with precision and care.
- Develop and execute comprehensive wealth management plans to ensure seamless service delivery.
- Conduct in-depth client profiling to offer tailored solutions, including debt, equity, mutual funds, structured, and real estate products.
- Monitor and analyze client portfolios for optimal performance and profitability.
- Drive cross-selling initiatives, deepen relationships, and enhance the share of wallet for our valued clients.
- Collaborate with marketing teams to support acquisition initiatives and drive business growth in the corporate/HNI space.
- Master's degree in Business Administration (MBA) or equivalent
- AMFI/NISM certification is mandatory, IRDA certification is highly preferred
Key Skills:
- Expertise in Wealth Management and Financial Markets
- Proven ability in Client Acquisition and Relationship Management
- Strong analytical skills for Portfolio Analysis and Management
- Business Development and Cross-Selling expertise
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