Senior Portfolio Growth Specialist

3 weeks ago


Ahmedabad, Gujarat, India Waytogo Consultants Full time

At Waytogo Consultants, we are seeking an exceptional Senior Portfolio Growth Specialist to join our team. This is a fantastic opportunity for a talented professional to drive business growth and revenue expansion by leveraging their expertise in portfolio management and client relationships.

We offer a competitive salary of $120,000 per year, reflecting the high demand for skilled professionals in this field. As a Senior Portfolio Growth Specialist, you will be responsible for identifying and acquiring new clients, building strong relationships with existing ones, and increasing portfolio sizes through strategic investment opportunities.

Key responsibilities include:

  • Increasing liability book size and investment AUM portfolio through deepening and new acquisition
  • Revenue generation through cross-selling of business banking and wealth products
  • Ensuring quality of sourcing by acquiring potential UHNI clients
  • Acquiring and managing both business and individual clients (resident and NRI)
  • Increasing product penetration and exit barriers by cross-selling more products per client
  • Performing portfolio allocations and reviews, as well as financial check-ups for each client at defined frequency
  • Collaborating with product specialists to engage clients with tailored wealth management and business banking solutions
  • Working closely with Client Experience Managers to deliver superior service to clients
  • Ensuring adherence to compliance processes and guidelines
  • Reducing rejection rates and improving quality of documentation

Our ideal candidate will have a strong understanding of portfolio management principles, excellent communication and relationship-building skills, and the ability to work independently in a fast-paced environment. If you're a driven and results-oriented professional looking to take your career to the next level, please submit your application.



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