Senior Investment Manager

Company Description

ErigoIndia FinServ Pvt Ltd is a prominent player in the financial services sector, specializing in life insurance, general insurance, and asset management. Dedicated to empowering customers and helping them achieve their financial goals, ErigoIndia offers a broad range of investment and wealth management solutions. The company has been instrumental in growing its customer reach and inspiring financial confidence among millions across India. With a focus on mutual funds, SIPs, and innovative financial strategies, ErigoIndia is committed to fostering financial growth and stability.

Role Description

This is a full-time on-site role located in the Greater Rajkot Area for a Senior Investment Manager. The Senior Investment Manager will be responsible for overseeing investment portfolios, developing and executing investment strategies, analyzing financial data, and ensuring optimal portfolio performance. Key responsibilities include managing client investments, providing financial guidance, identifying opportunities for growth, and maintaining strong client relationships. The role requires collaboration with internal and external stakeholders to achieve financial goals effectively.

Qualifications

• Proven expertise in Investment Management and Investments with a track record of successful portfolio oversight
• minimum 4-5 years of experience in customer handling and finance market
• Strong Analytical Skills and the ability to evaluate financial data and market trends effectively
• Experience in developing and executing Investment Strategies aligned with financial goals
• Solid understanding of Finance concepts and principles
• Excellent communication and interpersonal skills for client management and collaboration
• Bachelor's or Master's degree in Finance, Business, Economics, or a related field
• Professional certifications such as CFA or equivalent are a plus
• Ability to work independently and make data-driven decisions