Job Detail

Department

Portfolio Management Services

Location

Jaipur

Qualifications

Mba/ M.com

Experience

2-5 years

Job Requirements

We are hiring for the role of Manager, who will be responsible for acquiring recent clients & managing their portfolio for providing them with better investment solutions & services to facilitate easy wealth creation. Roles & Responsibilities • Acquire new clients and Increase engagement of existing client by providing complete financial planning solutions • Share regular communications with client regarding information, research and material of the organization • Review and diversify existing client portfolio on a regular basis and provide guidance accordingly • Carry out quarterly/ annual portfolio review and analysis of the client's investment portfolio to ensure that the investments are in line with the client's expectations and risk profile. • To coordinate with product and research team for taking investment decision for the clients. • Advising clients on various investment ideas based on the suitability to their risk profile, return expectation, asset allocation, liquidity needs etc. viz., Portfolio Management Services, Qualifications and Requirements Candidate should be MBA Excellent verbal and written communication skills Minimum 3 years prior experience with financial service sector such as Capital Markets, Mutual Funds,



Financial Institutions will be given preference Job location Jaipur and Mumbai

Job Requirements

We are hiring for the role of Manager, who will be responsible for acquiring new clients & managing their portfolio for providing them with better investment solutions & services to facilitate easy wealth creation. Roles & Responsibilities • Acquire new clients and Increase engagement of existing client by providing complete financial planning solutions • Share regular communications with client regarding information, research and material of the organization • Review and diversify existing client portfolio on a regular basis and provide guidance accordingly • Carry out quarterly/ annual portfolio review and analysis of the client's investment portfolio to ensure that the investments are in line with the client's expectations and risk profile. • To coordinate with product and research team for taking investment decision for the clients. • Advising clients on various investment ideas based on the suitability to their risk profile, return expectation, asset allocation, liquidity needs etc. viz., Portfolio Management Services, Qualifications and Requirements Candidate should be MBA Excellent verbal and written communication skills Minimum 3 years prior experience with financial service sector such as Capital Markets, Mutual Funds, Financial Institutions will be given preference Job location Jaipur and Mumbai

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