- Manage a portfolio of high net worth clients, providing personalized investment advice and guidance to achieve their financial goals.
- Develop and implement comprehensive investment strategies using mutual funds, equities, bonds, and other investment products.
- Build solid relationships with clients through regular communication, ensuring timely updates on market trends and portfolio performance.
- Monitor client portfolios regularly to identify opportunities for growth and risk management.
Job Requirements :
- 5-10 years of experience in wealth management or related field.
- Strong understanding of mutual funds, equities, bonds, and other investment products.
- Proven track record in managing high net worth clients' portfolios.NI
- NISM Certifications Mandatory
📌 Portfolio Manager MF (Bengaluru)
🏢 Ujjivan Small Finance Bank
📍 Bengaluru
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