Portfolio Advisor

7 - 8 years

35 - 45 Lacs

Posted:23 hours ago| Platform: Naukri logo

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Work from Office

Job Type

Full Time

Job Description

Job Title: Portfolio Advisor

Experience Required

  • 8+ years in

    Wealth Management / AMC / Advisory / Investment Counselling

Role & Responsibilities

  • Manage and advise

    HNI / UHNI client portfolios

  • Create and monitor

    asset allocation strategies

  • Conduct regular

    portfolio reviews and rebalancing

  • Provide investment advice across

    MFs, equities, debt, and other products

  • Act as the primary point of contact for key clients
  • Ensure adherence to

    SEBI / RIA compliance

    norms
  • Collaborate with research, product, and operations teams
  • Support business growth through client retention and referrals

Key Skills

  • Strong understanding of

    financial products & markets

  • Excellent

    client relationship and communication

    skills
  • Experience managing

    large portfolios

  • Ability to work independently and take ownership

Preferred Qualifications

  • CFA / CFP

    certification (added advantage)
  • Experience working with

    Registered Investment Advisors (RIAs)


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