Portfolio Manager

Hrofworld India Private Limited

1 - 31 years

2 - 4 Lacs

r s puram coimbatore

Posted:1 day ago| Platform: Apna logo

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Skills Required

portfolio management portfolios risk design strategies reports retention research sip planning presentation learning certification support consulting

Work Mode

On-site

Job Type

Full Time

Job Description

Portfolio & Investment Management Manage client portfolios across equities, mutual funds, debt instruments, and insurance-based investments. Evaluate client financial goals, risk appetite, and investment horizon. Design customized investment strategies and asset allocation models. Monitor portfolio performance continuously and rebalance as required. Interact with clients for regular portfolio review meetings. Explain investment rationale, market updates, and performance reports. Provide proactive advisory services to maximize client satisfaction and retention. Minimum 2 years of experience as a Portfolio Manager, Dealer, Research Analyst, or Investment Advisor. Strong knowledge of: Equity & Stock Markets Mutual Funds & SIP Planning Asset Allocation Risk Management Good understanding of macroeconomic trends and financial instruments. Strong analytical, presentation & client-handling skills. Salary & Benefits CTC: ₹5.8 Lakhs Per Annum Performance-based incentives Learning & certification support Career progression to: Senior Portfolio Manager Investment Head

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Portfolio Manager