Posted:1 week ago|
Platform:
On-site
Full Time
Job Title: Portfolio Management Associate
Location: Sector 28 Gurgaon
Company: Oceano Apex Pvt. Ltd.
Employment Type: Full-time
About Us:
Oceano Apex Pvt. Ltd. is a leading Wealth Management company based in Gurgaon, committed to providing innovative financial solutions. We are looking for a Portfolio Management Associate to enhance our online presence, engage with our audience, and drive brand growth through strategic role.
Key Responsibility Areas:
1.Candidate should be from finance industry, fintech industry, Wealth management industry only.
2.Candidate must have an experience in face-to-face interaction with investor.
3.Identify and prospect HNI clients, corporates, or institutional investors and experience to manage end-to-end client relationships."
4.Schedule and coordinate meetings, pitches, and networking events.
5.Prepare marketing collaterals (decks, case studies, proposals).
6. He should have worked on portfolio management system well.
6.Should have experience of 1-2 years in team handling regarding this field.
7.Track industry trends, regulatory changes, and competitor strategies.
8.Handle initial client queries and provide pre-meeting briefs to strategists.
9.Ensure timely follow-ups and post-meeting documentation.
Job Type: Full-time
Pay: ₹45,000.00 - ₹50,000.00 per month
Schedule:
Supplemental Pay:
Work Location: In person
Oceano Apex Pvt ltd
Upload Resume
Drag or click to upload
Your data is secure with us, protected by advanced encryption.
Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.
We have sent an OTP to your contact. Please enter it below to verify.
Instantly access job listings, apply easily, and track applications.
5.4 - 6.0 Lacs P.A.
5.4 - 6.0 Lacs P.A.
