Portfolio Management Executive

2 weeks ago


Jaipur, Rajasthan, India Hem Securities Ltd. Full time
Unlock Growth Opportunities with Hem Securities Ltd.

We are seeking a seasoned Business Development Specialist to drive our portfolio management services forward. This strategic role involves identifying new business prospects, nurturing client relationships, and delivering tailored financial solutions to meet the complex needs of high-net-worth individuals (HNI).

Key Responsibilities:
  • Discover and pursue emerging business opportunities to expand our reach.
  • Represent Hem Securities Ltd. at industry events, conferences, and seminars to enhance brand visibility and attract potential clients.
  • Foster a network of industry contacts and leverage these connections to generate leads.
  • Nurture strong relationships with existing HNI clients to ensure exceptional client satisfaction and retention.
  • Conduct regular meetings with clients to understand their financial objectives and provide suitable investment solutions.
  • Develop and execute comprehensive business development strategies to achieve revenue and growth targets.
  • Create and present detailed business plans and proposals to prospective clients.
  • Collaborate with internal teams to ensure seamless delivery of services and implementation of client strategies.
Requirements:
  • A Master's degree in Finance, Business Administration, Economics, or a related field; an MBA or CFA designation is preferred.
  • A minimum of 3-4 years of experience in business development, sales, or relationship management within the financial services industry, specifically focused on HNI clients and portfolio management.
  • Strong understanding of financial markets, investment products, and portfolio management principles.
  • Excellent communication, presentation, and negotiation skills.
  • Proven ability to build and maintain long-term client relationships.
  • Strategic thinking and analytical skills to assess market opportunities and client needs.
  • A high level of integrity, professionalism, and attention to detail.
Compensation:

The estimated salary for this role is $120,000 - $150,000 per annum, depending on experience.



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