
Financial Services Professional
4 days ago
Key Roles and Responsibilities
We are seeking a skilled Portfolio Manager to lead the management of high net worth individual portfolios. The successful candidate will be responsible for acquiring, enhancing, deepening and retaining client relationships.
Main Responsibilities:
- Generating Revenue:
- Promote mutual funds (MF), portfolio management services (PMS) and alternative investment funds (AIF).
- Client Relationship Management:
- Nurture and cultivate strong relationships with clients to drive business growth.
- Product Knowledge:
- Familiarity with equity and debt-based products, including loans.
- Skill Requirements:
- Exceptional selling skills.
- Strong soft skills.
- Thorough knowledge of financial products.
About Us
We value innovation, teamwork and customer satisfaction.
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