Are you an experienced investment professional with a strong
track record in managing high -value portfolios and HNI clients? Join us to play
a key role in driving investment growth and delivering tailored financial
solutions in India’s Fastest Growing NBFC.
? Key Responsibilities
Manage
and grow investment portfolios with a focus on performance and
profitability
Build
and maintain solid relationships with HNI (High Net Worth Individual)
clients
Provide
strategic investment advice based on market insights and trends
Drive
revenue through investment and wealth management products
Monitor
market movements and recommend portfolio adjustments
Ensure
effective risk management and asset allocation strategies
Collaborate
with internal teams to deliver customized financial solutions
Ensure
adherence to regulatory and internal compliance standards
Requirements
Who We’re
Looking For
Qualification:
MBA (Finance or related field preferred)
Experience: 10+ years in Banks / NBFCs / Financial Institutions
Robust
experience in handling HNI clients and investment portfolios
In -depth
knowledge of financial markets, products, and wealth management
Excellent
communication, negotiation, and relationship -building skills
Target -driven
mindset with robust analytical abilities
📌 Manager Investments Thrissur
🏢 Important Company of the Sector
📍 Thrissur
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