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Portfolio Growth Specialist
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We are seeking an experienced and skilled Portfolio Growth Specialist to join our team. As a key member of our organization, you will be responsible for driving portfolio growth through client acquisition, relationship management, and equity market advisory services.
Key Responsibilities:- Client Acquisition & Onboarding:
- Identify and acquire new clients for equity trading and investment services.
- Build a strong network to generate leads and convert prospects into active clients.
- Facilitate seamless onboarding with proper documentation and compliance.
- Client Relationship Management:
- Develop and nurture long-term relationships with retail and high net worth individual clients.
- Understand clients' financial goals, risk appetite, and investment needs to provide customized solutions.
- Conduct periodic portfolio reviews and suggest timely adjustments.
- Equity Market Advisory & Execution:
- Provide expert advice on equity investments, market opportunities, and trading strategies.
- Ensure accurate and timely execution of trades.
- Cross-sell and up-sell additional financial products such as mutual funds, bonds, and derivatives.
- Revenue Generation:
- Achieve individual revenue targets through equity broking, value-added schemes, and third-party product sales.
- Drive client activity levels to meet brokerage and sales objectives.
- Explore cross-selling opportunities to maximize wallet share.
- Market Awareness & Research:
- Stay updated on equity markets, economic developments, and corporate actions.
- Share insights and proactively guide clients on portfolio strategies.
- Contribute inputs for internal market reports and strategy development.
- Compliance & Risk Management:
- Adhere to all regulatory requirements.
- Maintain accurate client records for audits and compliance.
- Educate clients about market risks and ensure investments are aligned with their risk profile.
- Bachelor's degree in Finance, Commerce, or Economics.
- 2-5 years of experience in equity markets, wealth management, or related roles.
- Customer-focused with a consultative approach.
- Strong problem-solving and negotiation skills.
- Attention to detail with ability to work under pressure.
- Proactive in identifying client needs and opportunities.
- In-depth knowledge of equity markets, investment products, and trading strategies.
- Excellent communication and interpersonal skills.
- Strong analytical ability to interpret market trends and provide insights.
- Proficiency in trading platforms and CRM tools.
