Job Summary: The Portfolio Manager Specialist is responsible for supporting the development, implementation, and management of investment or project portfolios. This role involves analyzing portfolio performance, aligning investments with strategic goals, optimizing resource allocation, and ensuring risk-adjusted returns. The specialist works closely with analysts, project managers, clients, and senior leadership to provide insights and drive portfolio success. Responsibilities Define and execute portfolio strategies aligned with business objectives. Evaluate new opportunities and optimize asset/project allocation to maximize returns or outcomes. Participate in long-term planning and capital allocation processes Monitor financial, operational, or delivery performance of portfolio components. Identify underperforming assets/projects and implement corrective actions. Develop performance dashboards, KPIs, and forecasts for executive reporting. Foster collaboration across functional teams (finance, operations, IT, legal, etc.). Qualifications Bachelor's degree in Finance, Business, Economics, Engineering, or related field; Master's degree or MBA preferred. 8–12years of experience in portfolio management, investment management, or project/program oversight. Advanced financial modelling, valuation, or project management skills. Strong analytical, strategic thinking, and leadership skills. Show more Show less

About the Role: We are looking for a fresh, energetic, and well-spoken individual with excellent communication skills to join our financial advisory team. This is a purely advisory role where you will handle inbound calls from clients who have financial doubts and need expert guidance. No cold calling or sales targets – your primary responsibility is to provide accurate, unbiased financial advice to clients in a simple and easy-to-understand manner. Key Responsibilities: Handle Inbound Calls: Answer client queries related to mutual funds, insurance, investments, financial planning, and market trends. Provide Financial Guidance: Analyze the client’s needs and provide appropriate financial advice, helping them make informed decisions. Explain Financial Concepts: Break down complex financial terms and products into easy-to-understand language. Stay Updated on Market Trends: Keep up with the latest financial products, investment opportunities, and regulations. Ensure Client Satisfaction: Build trust with clients by giving genuine, product-neutral advice that prioritizes their financial well-being. Maintain Call Records: Document client interactions and maintain records of queries and solutions provided. Desired Candidate Profile: Excellent Communication Skills: Clear and concise verbal communication. Active listening and the ability to understand customer needs. Polite and professional phone etiquette. Ability to explain complex information in a simple way. Customer Service Orientation: Patient and empathetic demeanor. Ability to handle difficult customers and resolve issues effectively. A genuine desire to help and provide solutions. Problem-Solving Skills: Ability to analyze situations and identify solutions. Resourcefulness and the ability to find information quickly. Ability to think critically and make sound decisions. Stress Tolerance: Ability to remain calm under pressure. Ability to handle a high volume of calls and maintain composure. Time Management and Organization: Ability to prioritize tasks and manage time effectively. Ability to keep accurate records and documentation. Adaptability. Technical Skills: Computer Literacy: Proficiency in using CRM software, call center software, and other relevant applications. Ability to navigate computer systems and databases efficiently. Typing Skills: Accurate and efficient typing for data entry and note-taking. Familiarity with Financial Tools: Depending on the call center, familiarity with basic financial calculators, and online banking platforms. Additional Desirable Qualities: Multilingualism: Ability to communicate in multiple languages is a significant advantage in diverse markets like India. Previous Call Center Experience: Prior experience in a call center environment is highly valued. Preferred Qualifications: Education: Any graduate (B.Com, BBA, MBA Finance preferred but not mandatory). Certifications: CFP/CA/RIA(preferred but not compulsory; can be completed after joining). Experience: Freshers or candidates with up to 2 years of experience in financial advisory, customer service, or related fields. Show more Show less

Role Overview: The Branch Sales Head is responsible for leading and driving the branch’s sales, profitability, strategic leadership, strong team management, and a relentless focus on performance and compliance. Key Responsibilities: Sales & Profitability : Drive consistent revenue growth and ensure healthy ROI through optimized operations and lead conversions. Team Leadership: Manage and mentor a diverse team across multiple verticals — including RMs, Insurance Advisors, and Investment Specialists — to deliver strong individual and departmental performance. Lead Management : Ensure timely handling of digital and offline leads with a focus on conversion, accountability, and process excellence. Product Coverage: Maintain strategic relationships with important product vendors/manufacturers to offer a competitive and compliant product portfolio. Process & Compliance : Standardize workflows, ensure use of CRM/tools, and maintain high-quality service with strict adherence to regulations. Training & Culture : Foster a performance-driven, ethical, and collaborative work culture with regular coaching, reviews, and recognition initiatives. Cross-sell/Upsell: Drive wallet share growth through coordinated cross-selling strategies and inter-departmental synergy.

Company Description Shree Consultants is one of South India’s leading and most successful distribution companies of various financial products. Established in 2004, we have been making significant strides in the financial services, sales, and distribution markets. We help customers make informed choices through customized advisory services and professional financial planning. At Shree, we provide end-to-end solutions for successfully creating wealth through our empowered group of highly professional, dynamic, and committed individuals who form the core of our company. Role Description This is a full-time on-site role for a Head of Sales, located in Chennai. The Head of Sales will be responsible for overseeing and leading the sales team, managing key accounts, and developing and implementing sales strategies. Day-to-day tasks include analysing sales data, setting sales targets, monitoring team performance, and ensuring customer satisfaction. The role requires strong leadership and the ability to drive sales growth. Key Responsibilities: Lead and manage the branch sales team Drive business growth and meet sales targets Build and maintain client relationships Monitor branch performance and reporting Ensure compliance with company policies Develop and execute strategic sales plans to achieve revenue targets Lead, mentor, and manage the performance of the branch sales team Identify new business opportunities and expand the client base Ensure compliance with company policies and maintain service quality standards Track branch performance metrics and prepare regular reports for management Requirements: 10+ years of sales/branch management experience Strong leadership and team management skills Proven track record in sales and target achievement Excellent communication and problem-solving skills Proven track record in meeting or exceeding sales targets Ability to drive results under pressure and manage multiple priorities Proficiency in CRM tools and MS Office