Portfolio Solutions Manager

1 week ago


Vadodara, Gujarat, India LAKSHMISHREE INVESTMENT & SECURITIES Full time ₹ 1,80,000 - ₹ 3,00,000 per year

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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