Financial Portfolio Strategist
1 month ago
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.
- 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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