Portfolio Investment Strategist

This role is for a Portfolio Investment Strategist who will focus on asset management and client relationships.

• Asset Management: Responsible for gathering assets for various investment products, including mutual funds, PMS, AIF, Corporate FD, and other products as introduced.
• Target Achievement: Meet Net Equalized Assets collected (LS) targets for the mapped client book.
• New Business Development: Create incremental SIP Books and achieve new business development targets by reactivating or activating new clients.
• Client Engagement: Ensure all clients are met on a regular basis and maintain strong connections with all mapped asset clients.
• Revenue Growth: Increase the Assets Under Management (AUM), SIP Flow, and Revenue from the mapped book.
• Client Acquisition: Actively acquire new clients and activate them with asset collection.

• Strong understanding of investment products and services.
• Excellent communication and interpersonal skills.
• Ability to work in a fast-paced environment and meet targets.
• Proven track record of asset gathering and client relationship management.

• Opportunity to work with a diverse range of investment products.
• Chance to develop strong client relationships and increase revenue.
• Collaborative and dynamic work environment.