
Financial Portfolio Manager
1 day ago
This role involves overseeing the financial portfolios of high net worth individuals, ensuring their investments are aligned with their goals and risk tolerance.
- Conduct client profiling to identify suitable investment opportunities in debt, equity, mutual funds, structured products, and real estate.
- Manage and analyze client portfolios for performance and profitability, making data-driven decisions to optimize returns.
- Develop and implement strategies to drive cross-selling, deepen relationships, and increase the share of wallet.
- Support marketing plans and acquisition initiatives in the corporate and high net worth individual space.
Key Requirements:
- Bachelor's degree in a related field or equivalent experience.
- Professional certifications such as AMFI/NISM and IRDA are highly desirable.
Skillset:
- Deep understanding of wealth management and financial markets.
- Excellent client acquisition and relationship management skills.
- Portfolio analysis and management expertise.
- Business development and cross-selling abilities.
This role demands strong business acumen, excellent communication skills, and the ability to work in a fast-paced environment. If you have a passion for delivering exceptional service and driving results, we encourage you to explore this opportunity.
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