Marketing Manager

As a Manager in the Portfolio Management Services department located in Jaipur, you will play a crucial role in acquiring new clients and effectively managing their portfolios to provide them with superior investment solutions and services. Your primary goal will be to facilitate easy wealth creation for clients by offering comprehensive financial planning solutions. Key Responsibilities: - Acquire new clients and enhance engagement with existing clients through tailored financial planning solutions. - Regularly communicate with clients to share relevant information, research insights, and organizational materials. - Conduct thorough reviews of existing client portfolios, diversify them when necessary, and provide guidance accordingly. - Perform quarterly and annual reviews and analysis of clients" investment portfolios to ensure alignment with their expectations and risk profiles. - Collaborate with the product and research team to make informed investment decisions for clients. - Advise clients on various investment opportunities based on their risk profile, return expectations, asset allocation, and liquidity needs. Qualifications and Requirements: - MBA qualification - Excellent verbal and written communication skills - Minimum of 3 years of prior experience in the financial services sector, with preference given to those familiar with Capital Markets, Mutual Funds, or Financial Institutions. This position is available in both Jaipur and Mumbai, offering you the opportunity to make a significant impact in the field of portfolio management and wealth creation.,