Financial Portfolio Strategist

1 month ago


Pune, Maharashtra, India Pune e Stock Broking Ltd. Full time

Pune e Stock Broking Ltd. is a dynamic company seeking a skilled Financial Portfolio Strategist to join our team.

We are offering an attractive salary package of ₹8,00,000 - ₹12,00,000 per annum for this role.

Job Description:

As a Financial Portfolio Strategist, you will play a crucial role in acquiring new clients and managing their investment portfolios.

  • Generating Leads: Identify and pursue new client opportunities to expand our mutual funds distribution business.
  • Client Relationship Management: Build and maintain strong relationships with clients through regular communication, understanding their investment needs, and providing tailored advice.
  • Portfolio Management: Monitor and manage clients' investment portfolios, ensuring they align with their financial goals and risk tolerance.
  • Wealth Management: Offer comprehensive wealth management services across various asset classes, including mutual funds, equities, bonds, and more.
  • Market Awareness: Stay up-to-date with financial news and market trends to provide informed advice and insights to clients.
Required Skills and Qualifications:
  • MBA or Equivalent from a reputed Institute
  • Self-motivated with a results-driven approach
  • Excellent interpersonal and communication skills
  • 0-3 Years of Experience


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