Portfolio Development Manager

1 month ago

Kozhikode, India Forte Recruitment Consultants Full time



Gender: Both male and female candidates preferred

.


Responsibilities:


Identify and engage withhigh

-

net

-

worth individuals and families to promote investment opportunities


offered by the company.



Develop and cultivate robust relationships with prospective investors, specifically those who exhibit a keen


interest in the automotive, real estate, and luxury sectors.



Present and promote investment products and services that are customized to meet the specific needs of


individual clients. This includes a strong emphasis on the company's diverse verticals, such as retail,


construction, real estate, and fashion.



Collaborate with internal teams to tailor investment solutions and address client inquiries or concerns.



Stay abreast of market trends, investment strategies, and regulatory changes to offer well

-

informed


recommendations to clients.



Exceed sales targets by skillfully prospecting, presenting, and finalizing investment deals.



Deliver regular reports and updates on sales activities, client interactions, and market insights to management.


Requirements:



Proven experience in sales or business


development, with a strong track record of successfully selling


products or services valued at Rs. 1 crore and above, preferably in the automobile, real estate, or high

-

end


luxury sectors.



A background in investment management, wealth


management, or related fields is highly desirable



Possess strong networking and relationship

-

building skills, with a demonstrated ability to engage high net


worth individuals



Excellent communication


and presentation


skills to


effectively


and


convincingly


articulate


complex


investment concepts.



Proven track record of achieving or surpassing sales targets, demonstrating a results

-

oriented mindset.



In

-

depth understanding of financial markets, investment products, and regulatory compliance.



Possess a Bachelor's degree in Business, Finance, Economics, or a related field. Additional certifications


such as CFA or MBA would be highly beneficial.


Benefits:



Competitive salary and incentive package based on performance.





Opportunities for career growth and advancement within the organization.



Comprehensive training and development programs to enhance professional skills.



Dynamic and collaborative work environment with a focus on innovation and excellence.



This role offers an


exciting opportunity to contribute to our world

-

class luxury fashion projec

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