
Financial Services Expert
2 days ago
Role: Portfolio Manager - Wealth
We are seeking a skilled wealth professional to deliver exceptional service and drive revenue growth.
Main Responsibilities:
- Build and maintain strong relationships with high net worth individuals, ensuring seamless service delivery and maximizing client satisfaction.
- Conduct thorough client profiling to offer tailored debt, equity, mutual fund, structured product, and real estate solutions that meet their financial goals.
- Analyze and manage client portfolios to optimize performance and profitability, identifying opportunities for cross-selling and up-selling.
- Promote and execute marketing plans and acquisition initiatives in the corporate/HNI space, fostering deeper relationships and increasing market share.
Qualifications:
- MBA/PGDBA/PGPM or equivalent degree from a reputable institution.
- AMFI/NISM certification is mandatory; IRDA certification is preferred.
Key Skills:
- In-depth knowledge of wealth management and financial markets.
- Proven ability to acquire and retain clients through effective relationship management.
- Strong analytical skills to analyze and manage client portfolios for optimal performance.
- Excellent business development and cross-selling skills to drive revenue growth.
Our company strives to create an inclusive environment where everyone can thrive. If you're passionate about wealth management and have a keen eye for detail, we encourage you to apply.
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