Strategic Portfolio Manager

3 weeks ago


Delhi, Delhi, India Personifwy : Real Time Workforce Insight & Engagement Full time
Job Summary: We are seeking a highly skilled and experienced Strategic Portfolio Manager to join our team at Personifwy. The successful candidate will be responsible for managing and growing our customers' wealth, as well as developing and executing sales strategies to drive business growth.

Key Responsibilities:
  1. Develop and implement financial plans to achieve customers' financial goals.
  2. Manage and execute transactions, including investment and portfolio management.
  3. Provide exceptional customer service and support to ensure customer satisfaction.
  4. Collaborate with internal teams to develop and implement sales strategies.
  5. Monitor and analyze market trends and competitor activity to stay ahead in the market.


Requirements:
  • Postgraduate degree in a relevant field (e.g., MBA, Finance).
  • Minimum 5 years of experience in financial services or a related field.
  • Excellent communication and interpersonal skills.
  • Strong analytical and problem-solving skills.
  • Ability to work in a fast-paced environment and meet deadlines.


What We Offer:
  • A dynamic and supportive work environment.
  • Opportunities for career growth and professional development.
  • Competitive salary and benefits package.


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