Portfolio management
2 weeks ago
Strategy Development: Create and execute tailored investment strategies to meet individual client financial objectives, such as wealth growth or capital preservation. Market Research & Analysis: Conduct in-depth research into market trends, economic data, and specific investment vehicles to identify opportunities and assess risks. Portfolio Construction: Assemble diversified portfolios of assets (stocks, bonds, real estate, etc.) that align with client risk tolerance and goals. Trading & Execution: Buy and sell securities to build and rebalance portfolios, responding to market changes and client needs. Performance Monitoring: Continuously track portfolio performance against objectives, analyzing results and making necessary adjustments to strategies. Risk Management: Implement structured plans to identify, assess, and mitigate potential risks within the portfolio. Client Relations: Build and maintain strong relationships with clients, providing updates, managing expectations, and ensuring clear communication about their investments. Compliance: Ensure all investment activities and client reporting adhere to relevant laws, regulations, and ethical standards.
Job Types: Full-time, Permanent, Fresher
Pay: ₹25, ₹36,500.00 per month
Benefits:
- Provident Fund
Work Location: In person
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