Executive Wealth Strategist
4 weeks ago
Role Overview
We are seeking a skilled Portfolio Management Specialist to join our team at Alankit Group. The successful candidate will be responsible for managing high net worth client relationships and developing strategies to enhance portfolio profitability.
Key Responsibilities
- Develop and implement tailored investment plans to meet the financial goals of high net worth clients.
- Collaborate with cross-functional teams to ensure seamless service delivery and superior client experience.
- Analyze market trends and economic conditions to identify opportunities for growth and risk management.
- Provide regular portfolio performance updates and recommendations to clients.
- Develop and maintain strong relationships with clients to ensure long-term engagement and loyalty.
Requirements
- MBA/PGDBA/PGPM or Equivalent
- AMFI / NISM certification
- IRDA certification
- Excellent communication and interpersonal skills
- Ability to work in a team environment
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