7 Model Portfolio Jobs

You will be responsible for acquiring preferred clients (HNI/Ultra HNI) in the financial services industry. Your main tasks will include maintaining client relationships, generating Assets Under Management (AUM) from preferred clients, and advising HNI/Ultra HNI clients on their investments and managing their overall financial portfolio. Additionally, you will be required to deepen the wallet from existing clients and coordinate with the product and research team for making investment decisions for the clients. Your role will also involve conducting and assisting in organizing seminars, workshops, and other business development activities. You will be expected to achieve budgeted targets in ...

Job description: Will be responsible for acquiring preferred clients (HNI/Ultra HNI). To maintain client relationships and generate AUM (Assets Under Management) from preferred clients. To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients To coordinate with product and research team for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. To achieve budgeted targets in terms of number of clients/volume of business & assets. To research, investigate and update themselves on available investment. To contact clien...

Head of Research with deep mutual fund expertise. Lead fund analysis, whitelist creation, asset allocation insights & fund manager interactions. Drive investment strategy, communication & compliance excellence. Required Candidate profile 5+ yrs in MF/Wealth/AMC Strong in fund evaluation, analytics, macro trends & asset allocation Excell communication, Excel & MF tools knowledge. MBA/CFA/CFP/CA preferred send CV at priyam@successr.in

As a Wealth Manager, your role will involve acquiring and maintaining relationships with preferred clients who are HNI/Ultra HNI individuals. Your primary focus will be on generating AUM (Assets Under Management) from these clients and providing them with advice on their investments to manage their financial portfolios effectively. You will also be responsible for deepening client wallets and coordinating with the product and research team to make investment decisions. Additionally, you will need to organize seminars, workshops, and other business development activities to enhance client engagement. Achieving budgeted targets in terms of client acquisition and business volume is crucial in t...

As a Wealth Manager, your primary role involves acquiring and maintaining relationships with preferred clients, specifically High Net Worth Individuals (HNI) and Ultra HNI clients. You will be responsible for generating Assets Under Management (AUM) from these clients by advising them on their investments and managing their financial portfolios. Additionally, you will collaborate with the product and research team to make informed investment decisions for your clients. Key Responsibilities: - Acquire and maintain relationships with preferred clients, focusing on HNI and Ultra HNI individuals - Generate AUM from preferred clients by providing investment advice and managing their financial por...

As a Relationship Manager in the Marketing department, your role will involve acquiring preferred clients (HNI/Ultra HNI) and maintaining strong client relationships to generate AUM (Assets Under Management) from them. You will advise HNI/Ultra HNI clients on their Investments, manage their financial portfolio, and deepen the wallet from existing clients. Your responsibilities will include coordinating with the product and research team to make investment decisions for clients. Additionally, you will be involved in organizing seminars, workshops, and other business development activities. Achieving budgeted targets in terms of the number of clients, volume of business, and assets will be a k...

You will be responsible for acquiring preferred clients (HNI/Ultra HNI) and maintaining client relationships to generate AUM (Assets Under Management) from them. Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio will be a key part of your role, along with deepening the wallet from existing clients. You will need to coordinate with the product and research team to make investment decisions for the clients. Organizing seminars, workshops, and other business development activities will also be part of your responsibilities. Achieving budgeted targets in terms of the number of clients, volume of business, and assets is crucial. Continuous research...