Asset Portfolio Optimization Expert

17 hours ago


Delhi, Delhi, India beBeeInvestment Full time ₹ 6,00,000 - ₹ 8,00,000

Job Title:

Portfolio Growth Specialist

This role involves providing expert advisory services to enhance portfolio growth, focusing on Assets Under Management (AUM) product penetration. Key responsibilities include promoting and cross-selling third-party investment products, conducting client meetings to review portfolio performance, and ensuring continuous engagement.

Required Skills and Qualifications:

  • Postgraduate degree required
  • Minimum 2 years of overall experience, with at least 6 months in equity dealing with an Indian broking firm
  • Hands-on experience in broking with a strong understanding of financial products and market trends
  • Proven track record in managing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients
  • NISM Series VIII certification is mandatory

Benefits:

  • Prior experience in the broking industry is a must

Others:

  • Cholamandalam Financial Holdings Ltd has been removed as it is not required for the job description.

Key Performance Indicators:

  • Enhance portfolio growth through expert advisory services
  • Penetrate AUM products into the market
  • Ensure continuous engagement with clients

Responsibilities:

  • Review portfolio performance and provide recommendations
  • Conduct client meetings and presentations
  • Maintain relationships with existing clients


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