Marketing Manager

As a Manager in Portfolio Management Services, your primary role will be to acquire new clients and manage their portfolios, providing them with superior investment solutions to facilitate wealth creation. Here are the key responsibilities associated with this position: - Acquire new clients and enhance engagement of existing clients by offering comprehensive financial planning solutions. - Regularly communicate with clients to provide them with information, research updates, and organizational materials. - Review and diversify existing client portfolios on a frequent basis, offering guidance as needed. - Conduct quarterly and annual reviews and analyses of clients" investment portfolios to ensure alignment with their expectations and risk profiles. - Collaborate with the product and research team to make 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 is preferred. - Possess excellent verbal and written communication skills. - Minimum of 3 years of prior experience in the financial services sector, including Capital Markets, Mutual Funds, or Financial Institutions, would be advantageous. Location: Jaipur and Mumbai Kindly note that the company details were not provided in the job description.,