Portfolio Development Specialist

5 days ago


Mumbai, Maharashtra, India Corporate Chemistry Full time

A forward-thinking financial services organization in Mumbai seeks highly skilled professionals to manage portfolios effectively.

Estimated Salary: ₹ 8,50,000 - ₹ 12,00,000 per annum

About the Role:

We are looking for a dynamic Portfolio Development Specialist who will be responsible for managing relationships with existing clients while continuously prospecting for new ones. This involves building and maintaining strong networks with Independent Financial Advisors (IFA's) and implementing effective agency management strategies.

Key Responsibilities:

  • Develop and execute portfolio management strategies to achieve high returns on investment.
  • Manage IFA networks, ensuring they have the necessary tools and resources to grow their business.
  • Implement asset allocation techniques to optimize client portfolios.
  • Interpret large datasets to identify trends and opportunities.
  • Maintain accurate records of client interactions and portfolio performance.

Requirements:

  • Graduates or MBA holders with a minimum of 60% marks.
  • Maximum age of 26 years.
  • Excellent people management skills.
  • Ability to work in a fast-paced environment with multiple priorities.
  • Strong data interpretation skills.

Why Corporate Chemistry?

We offer a dynamic work environment that encourages innovation and growth. Our team is passionate about delivering exceptional results and making a positive impact in the lives of our clients.



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