Title Marketing Manager

As a Manager in the Portfolio Management Services department, you will play a crucial role in acquiring new clients and managing their portfolios to offer them superior investment solutions and services for seamless wealth creation. Your responsibilities will include: - Acquiring new clients and enhancing the engagement of existing clients by delivering comprehensive financial planning solutions. - Regularly communicating with clients to provide them with organization-related information, research updates, and relevant materials. - Reviewing and diversifying existing client portfolios periodically while offering guidance as needed. - Conducting quarterly and annual reviews and analyses of clients" investment portfolios to ensure alignment with their expectations and risk profiles. - Collaborating with the product and research teams to make investment decisions on behalf of clients. - Advising clients on suitable investment opportunities based on their risk profile, return expectations, asset allocation, and liquidity needs. The ideal candidate for this role should possess an MBA qualification, excellent verbal and written communication skills, and a minimum of 3 years of prior experience in the financial services sector, with a preference for exposure to Capital Markets, Mutual Funds, or Financial Institutions. This position is available in Jaipur and Mumbai.,