
Portfolio Manager
7 days ago
- As a key member of our retail distribution team, you will provide financial advisory services to clients and manage their investment portfolios.
- You will focus on generating revenue and developing a strong client network.
Maintaining high levels of compliance with company norms is crucial for this role. You must possess a Certified NISM Series VIII qualification.
About the Role
- Develop and maintain relationships with existing clients, providing expert advice and portfolio management services.
- Identify opportunities to generate additional revenue streams through effective sales strategies.
- Network and build relationships with potential new clients, promoting our brand and services.
- Ensure adherence to all relevant regulatory requirements and company policies.
- Pursue and maintain certification in relevant areas to stay up-to-date with industry developments.
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