Portfolio Specialist

3 days ago

Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 1,20,00,000

At a financial services firm, we are seeking an investment portfolio specialist to drive business growth.

Job Purpose

We aim to deliver exceptional investment solutions and advisory services to clients. As a seasoned professional in wealth management, you will possess a deep understanding of the financial markets.

  • Provide expert guidance and advice on investment strategies and portfolio management to clients.
  • Conduct thorough analysis of clients' financial goals, risk tolerance, and investment preferences to develop tailored investment plans.
  • Monitor and review clients' investment portfolios to ensure alignment with their objectives and make necessary adjustments as required.
  • Stay informed about market trends and economic conditions to make well-informed investment recommendations.
Key Responsibilities

You will collaborate closely with other departments to identify potential clients and cross-sell investment products and services. Building and maintaining strong relationships with clients is essential for their satisfaction and retention.

  • Keep accurate records of client interactions and investment transactions.
  • Adhere to all regulatory and compliance standards.

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