Role & responsibilities :

- Manage and monitor client investment portfolios based on financial goals, risk profile, and investment objectives.
- Develop and implement investment strategies across Equity, Mutual Funds, PMS, AIF, Bonds, and other financial products.
- Conduct regular portfolio reviews and recommend suitable buy, sell, and hold decisions.
- Track market trends, economic developments, and company/sector performance to identify investment opportunities.
- Maintain robust relationships with HNI/UHNI and affluent clients and understand their investment requirements.
- Monitor portfolio performance, asset allocation, risk exposure, and returns.
- Provide regular portfolio updates and investment insights to clients.
- Identify opportunities for cross-selling and upselling investment and wealth-management products.




- Coordinate with research, dealing, operations, and advisory teams for smooth execution of client requirements.
- Ensure proper documentation, compliance, KYC, and adherence to company/regulatory guidelines.
- Focus on AUM growth, client retention, revenue generation, and portfolio performance.

Preferred candidate profile Responsible for managing client investment portfolios, developing investment strategies, monitoring portfolio performance, providing market-based investment recommendations, handling HNI/UHNI relationships, and driving AUM growth through suitable financial products and solutions.

📌 Portfolio Relationship Manager (Ahmedabad)
🏢 Credicus Business Services
📍 Ahmedabad