Portfolio management

Role Overview: In this role, you will be responsible for creating and executing tailored investment strategies to meet individual client financial objectives, such as wealth growth or capital preservation. You will conduct in-depth research into market trends, economic data, and specific investment vehicles to identify opportunities and assess risks. Assembling diversified portfolios of assets (stocks, bonds, real estate, etc.) that align with client risk tolerance and goals will also be a key responsibility. Additionally, you will be expected to buy and sell securities to build and rebalance portfolios, responding to market changes and client needs. Continuous tracking of portfolio performance against objectives, analyzing results, and making necessary adjustments to strategies will be crucial. Implementing structured plans to identify, assess, and mitigate potential risks within the portfolio will also be part of your role. Building and maintaining strong relationships with clients, providing updates, managing expectations, and ensuring clear communication about their investments will be essential. Ensuring all investment activities and client reporting adhere to relevant laws, regulations, and ethical standards is also a key aspect of this position. Key Responsibilities: - Create and execute tailored investment strategies - Conduct in-depth research into market trends and investment vehicles - Assemble diversified portfolios aligning with client risk tolerance and goals - Buy and sell securities to build and rebalance portfolios - Track portfolio performance, analyze results, and make necessary adjustments - Implement structured plans to identify and mitigate potential risks - Build and maintain strong client relationships, provide updates, and manage expectations - Ensure compliance with laws, regulations, and ethical standards Qualifications Required: - Bachelor's degree in Finance, Economics, or related field - Strong analytical skills and attention to detail - Excellent communication and interpersonal skills - Knowledge of investment principles and financial markets (Note: The company provides Provident Fund as a benefit for this full-time, permanent, fresher role with an in-person work location.),