Portfolio Manager for High Net Worth Clients

5 days ago


Hyderabad, Telangana, India Anand Rathi Share and Stock Brokers Ltd Full time
About the Role

We are seeking a seasoned Portfolio Manager to manage high net worth clients, providing them with customized investment solutions and exceptional client service.

Job Description
  • Develop and implement comprehensive financial plans tailored to the needs of affluent and super affluent clients.
  • Sell a range of investment products including mutual funds, PMS, and structured products.
  • Build and maintain strong relationships with clients, identifying new business opportunities and deepening existing ones.
  • Work closely with the product and research team to provide investment advice and make informed decisions for clients.
  • Conduct market research and stay up-to-date on market trends to identify opportunities for clients.

In addition to managing client portfolios, you will also be responsible for conducting seminars, workshops, and other business development activities to drive growth and revenue.

Key Responsibilities:

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