- Develop and implement investment strategies for high net worth individuals (HNIs) to achieve optimal returns while managing risk.
- Conduct market research, analyze data, and create reports to inform investment decisions.
- Collaborate with cross-functional teams to design product offerings that meet client needs and align with regulatory requirements.
- Monitor portfolio performance, identify areas for improvement, and make adjustments as needed.
Job Requirements :
- 5-10 years of experience in Asset Allocation, Market Research, Mutual Funds, NISM Series VA/X certification.
- Robust understanding of SEBI regulations and industry best practices.
- Excellent analytical skills with ability to interpret complex financial data.
- Proficiency in Excel or similar tools for data analysis.
📌 Portfolio Manager (Bengaluru)
🏢 Ujjivan Small Finance Bank
📍 Bengaluru
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