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Portfolio Manager

10 - 20 years

12 - 30 Lacs

Delhi Delhi India

Posted:23 hours ago| Platform: Foundit logo

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Skills Required

Portfolio Management Client Engagement Investment Analysis alternative investments Financial Planning Stock Broking

Work Mode

On-site

Job Type

Full Time

Job Description

Portfolio Manager

Key Responsibilities

  • Develop and implement strategies to maximize

    client wealth

    .
  • Act as the primary point of contact for

    client interaction

    , handling their financial needs and inquiries.
  • Manage the process for new client

    registration and onboarding

    .
  • Conduct in-depth analysis to select and manage

    stocks/investments

    at the right price.
  • Prepare and disseminate

    performance reports

    , comparing portfolio performance with peer benchmarks.
  • Develop policies for sharing, onboarding, and picking of stocks.
  • Provide expert advice on

    Alternative Investments

    and various financial strategies.
  • Conduct comprehensive

    client financial planning

    and portfolio re-balancing.

Experience and Qualifications

  • Minimum of

    10 years of experience

    , with the last 3 years specifically in

    Stock Broking, PMS (Portfolio Management Services), or Mutual Funds

    .
  • Post-Graduate degree with an added qualification of

    NISM in Research or PMS

    .

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