Strategic Portfolio Manager
2 days ago
The Anand Rathi Share and Stock Brokers Ltd is a renowned financial institution with a strong reputation in the industry.
Salary: ₹25,00,000 - ₹35,00,000 per annum
We are seeking a highly skilled and experienced Strategic Portfolio Manager to join our team. As the ultimate face of the business, you will be responsible for acquiring high net worth relationships and managing & retaining such relationships by delivering the best standards of services.
About the Role:
The Strategic Portfolio Manager will be responsible for:
- Acquiring preferred clients (affluent & super affluent) and maintaining client relationships to generate AUM from mutual funds, PMS, and structured products.
- Advising affluent & super affluent clients on their investments and managing their overall financial portfolio, while deepening the wallet from existing clients.
- Tracking the affluent & super affluent client segment in the market for new client acquisition.
- Researching and investigating available investment opportunities and financial market trends to determine whether they fit into clients' portfolios.
- Cordinating with product and research teams to take investment decisions for clients.
- Conducting seminars, workshops, and other business development activities to enhance relationships and revenue growth.
This role requires a strong analytical mindset, excellent communication skills, and the ability to work effectively in teams. If you have a passion for financial management and a proven track record of success in a similar role, we encourage you to apply.
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