Portfolio Manager

4 days ago

Mumbai, India Puneet Pande Full time

Key Responsibilities:* Collection of client data and records and needs assessment (determining the client’s needs, goals, and expectations)* Evaluation and analysis of the client’s current financial position* Development and presentation of the financial analysis to the client* Implementation of the financial recommendations* Monitoring and tracking the financial goals and how it is performing* Operation: Discuss with Client / Relationship manager on the transaction for the client and able to execute transaction online through transaction platform* Review of Client Portfolio: Regular monitoring of Client portfolio and review it every quarter.* Insurance: Prepare Insurance quotes for Client and review existing insurance policy.

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