Strategic Portfolio Manager
3 weeks ago
As a Strategic Portfolio Manager at Alankit Group, you will be responsible for ensuring the profitability of the portfolio by generating high income per customer. Your role will involve enhancing customer profitability by capturing a larger share of the wallet and acquiring and handling a group of high net worth exclusive clients.
Key Responsibilities:
- Profiling customers and providing financial products to meet customer needs
- Deepening relationships by cross-selling to mapped broking clients and services according to customer needs
- Business development, portfolio performance analysis, portfolio modeling, and business analytics
- Addressing high net worth clients for investment requirements through exclusive product bouquets and superior service delivery
Requirements:
- MBA/PGDBA/PGPM or equivalent; AMFI/NISM/IRDA certification
Role Overview:
As a Strategic Portfolio Manager, you will play a critical role in driving business growth and profitability for Alankit Group. Your expertise in wealth management, business development, and customer relationship building will enable you to deliver exceptional results and contribute to the company's success.
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