Investment Portfolio Manager

3 weeks ago


Delhi, Delhi, India GFL Recruitment Private Limited Full time
Key Responsibilities

As a key member of our team, you will be responsible for

  • Market Analysis: Understanding the markets and providing technical and fundamental stock market reports to HNI/UHNI clients.
  • Advisory Calls: Advising clients on various trading and stock ideas based on market analysis.
  • Sales and Business Development: Generating direct brokerage revenues through advisory calls and improving market share in trading and delivery calls.
  • Cross-Selling: Selling third-party focused products as suggested by the Anand Rathi group.
  • Client Management: Acquiring HNI/UHNI clients through referrals and market references.

This role reports to the PCG Desk Head and requires a graduate or postgraduate degree, with 5 years of relevant experience.



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