Investment Portfolio Manager

4 weeks ago


Bengaluru, Karnataka, India Creddinv Technologies Pvt Ltd Full time
About the Role

We are seeking a seasoned Investment Portfolio Manager to join our team at Creddinv Technologies Pvt Ltd. As a Mutual Fund Advisor, you will be responsible for providing expert advice on investment strategies tailored to our clients' financial goals and risk tolerance.

The ideal candidate will possess strong analytical skills, excellent communication abilities, and a thorough understanding of mutual funds and market trends.

Key Responsibilities:
  • Develop and implement customized investment plans for clients based on their financial objectives and risk appetite.
  • Analyze market trends and mutual fund performance to recommend suitable investment strategies.
  • BUILD and maintain long-term client relationships by providing regular updates on portfolio performance.
  • Assist clients in understanding fund documentation, risks, and benefits.
  • Conduct periodic portfolio reviews to ensure alignment with client objectives.
  • Stay updated on regulatory changes, market developments, and new mutual fund offerings.
Required Skills and Qualifications:
  • Bachelor's degree in Finance, Economics, or a related field.
  • 2-4 years of experience in mutual fund advisory or financial planning.
  • In-depth knowledge of mutual fund products, investment strategies, and market trends.
  • Strong analytical and problem-solving skills.
  • Excellent verbal and written communication skills to explain financial concepts clearly.
  • Preference for female candidates.
Benefits:
  • Competitive salary: ₹ 1,200,000 - ₹ 1,800,000 per annum.
  • Opportunities for professional growth and development.
  • Dynamic and collaborative work environment.
  • Flexible work arrangements.


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