Portfolio Solutions Manager
1 week ago
Total years of Experience: 1 to 2 years
Key Responsibilities:
- Engage with clients to assess their financial goals, risk appetite and investment preferences.
- Recommend and design customized portfolio solutions, including Mutual Funds, Equity, Bonds, PMS and Insurance products.
- Conduct periodic portfolio reviews and suggest rebalancing strategies to optimize returns and manage risk.
- Drive new business by leveraging existing client relationships, referrals and professional networks.
- Collaborate with Research and Advisory teams to align portfolio strategies with market conditions and client objectives.
- Meet or exceed monthly and quarterly revenue, sales and client acquisition targets.
- Ensure adherence to SEBI, AMFI, and internal compliance policies across all client interactions.
- Maintain accurate and updated records of client portfolios, investment performance, and service feedback.
Job Type: Full-time
Pay: ₹18, ₹25,000.00 per month
Work Location: In person
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