Corporate Manager

4 - 8 years

0 Lacs

Posted:5 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As an experienced candidate with 4 to 7 years of experience in portfolio management, you will be responsible for developing and maintaining relationships with clients to meet their portfolio management needs. Your key responsibilities will include: - Analyzing client portfolios to identify areas of improvement and recommending strategies to maximize returns. - Monitoring market trends and providing timely advice to clients on portfolio adjustments. - Developing and implementing customized portfolio management strategies for clients. - Monitoring client portfolios to ensure they align with their investment objectives. - Providing clients with regular updates on their portfolio performance. - Researching and analyzing investment opportunities to identify potential investments. To excel in this role, you should possess excellent communication and interpersonal skills to build strong relationships with clients. A good understanding of financial markets and the ability to provide sound advice to clients are essential. Additionally, having good connectivity in the NRI segment and sound knowledge of the business will be beneficial. Cross-selling skills for the sale of TPP products will also be advantageous. Feel free to apply if you meet the qualifications and are interested in a challenging role in Kochi, Kerala. As an experienced candidate with 4 to 7 years of experience in portfolio management, you will be responsible for developing and maintaining relationships with clients to meet their portfolio management needs. Your key responsibilities will include: - Analyzing client portfolios to identify areas of improvement and recommending strategies to maximize returns. - Monitoring market trends and providing timely advice to clients on portfolio adjustments. - Developing and implementing customized portfolio management strategies for clients. - Monitoring client portfolios to ensure they align with their investment objectives. - Providing clients with regular updates on their portfolio performance. - Researching and analyzing investment opportunities to identify potential investments. To excel in this role, you should possess excellent communication and interpersonal skills to build strong relationships with clients. A good understanding of financial markets and the ability to provide sound advice to clients are essential. Additionally, having good connectivity in the NRI segment and sound knowledge of the business will be beneficial. Cross-selling skills for the sale of TPP products will also be advantageous. Feel free to apply if you meet the qualifications and are interested in a challenging role in Kochi, Kerala.

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