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 prospects 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 (India)
🏢 Credicus Business Services
📍 India