Portfolio Manager

2 days ago

Bengaluru, Karnataka, India PeakAlpha Full time ₹ 5,00,000 - ₹ 10,00,000 per year

Qualifications :Postgraduate in any discipline. Certified Financial Planner (CFPCM), Certifications in NISM X-A and X-BMinimum 3 years of industry experience. Preferred Skills :Excellent communication, interpersonal and listening skills.

Ability to network and establish relationships with clients. Research, analytical and negotiation skills as well as determination and tenacity. Strong entrepreneurial drive.

Key Responsibilities : Creating and managing tailor-made portfolios for clients that meet their financial needs and requirements along with providing timely and sound financial advice to maximize client benefits. Ensuring active client engagement and participation in financial planning through after-sales service and client outreach. Generating revenues by aligning appropriate financial instruments to meet client's financial goals.

Job involves working with reasonable targets. Representing the organization in public and corporate-sponsored events. Will be required to eventually build and manage a team.

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