Strategic Portfolio Manager
2 days ago
Rupeeting is a leading investment advisory firm associated with the Paterson Group, offering stock broking, wealth management, and portfolio management services.
Job OverviewWe are seeking a highly skilled Investment Advisor to spearhead client acquisition and servicing for our newly launched product, Voyager. This role will involve managing end-to-end client relationships, driving sales growth, and delivering exceptional results.
About the RoleThe ideal candidate will have a strong understanding of finance and investments, a keen interest in stocks, and excellent communication skills. You should be able to build and scale processes, leverage technology, and drive growth. Relocation to Mumbai in 2025 is preferred, but remote work arrangements are currently in place.
Responsibilities- Client Acquisition and Servicing: Build and manage the sales funnel for Voyager through digital and affiliate marketing, review client portfolios, and recommend optimal strategies for course correction.
- Portfolio Management: Work closely with the research team to generate returns for clients consistently and maintain healthy relationships.
- Sales and Growth: Generate interest in Voyager and achieve sales targets by leveraging your exceptional communication skills.
- Finance and Investments: Strong understanding of finance and investments, preferably with a degree in business, finance, or economics, and progress on CFA or FRM.
- Stock Market Knowledge: Keen interest in stocks, understanding of equity markets basics, and a passion to continuously learn more.
- Communication Skills: Exceptionally good communication skills, both written and verbal, with the ability to sell and calm nerves effectively.
- Drive and Ambition: Elevated level of drive, motivated to make a significant impact, and capable of surviving in a high-growth environment.
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