Portfolio Management Assistant

4 weeks ago


Noida, Uttar Pradesh, India INVESTORS CLINIC INFRATECH PRIVATE LIMITED Full time

Job Title: Portfolio Management Assistant

Company: Investors Clinic Infratech Pvt. Ltd.

Job Summary

We are seeking an experienced Portfolio Management Assistant to join our team. As a Portfolio Management Assistant, you will be responsible for generating sales with existing customers and developing opportunities with new customers within assigned territory.

Sales Responsibilities

Schedule and conduct weekly sales meetings to discuss client needs and develop sales strategies.

Liaise between customers and the company for up-to-date status of service, pricing, and new product release launches.

Establish, maintain, and expand your customer base by developing relationships and identifying new business opportunities.

Key Skills

• Good communication, presentation, and negotiation skills

• Ability to work independently and as part of a team

• Strong organizational and time management skills

• Ability to meet sales targets and exceed expectations



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