Manager - Portfolio Management
Sharekhan · Mumbai · onsite · Posted 64d ago
Undisclosed3–8 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
- Conduct portfolio reviews and recommend portfolio rebalancing opportunities.
- Build and maintain strong client relationships to drive satisfaction and retention.
- Provide product training and investment guidance to clients and internal stakeholders.
- Generate business through portfolio top-ups and cross-selling opportunities.
- Partner with Relationship Managers and Branch Managers to support client servicing and business growth.
- Identify client needs and recommend suitable investment solutions.
- Ensure timely resolution of client queries and enhance client experience.
- Prepare portfolio review reports, presentations, and investment updates.
Sourced from naukri
Skills
Portfolio Management ServicesPMSAsset ManagementEquityInvestment
About Sharekhan
Sharekhan
Financial Services
3.5k+
employees
2000
26 years old
Mumbai,Maharashtra
India
About
Mirae Asset Sharekhan offers a comprehensive range of trading and investment solutions, including equities, futures and options, portfolio management services, research, mutual funds and investor educ
Industries
Financial ServicesInternet
Employee ratings
1,365 reviews
3.7/ 5
Culture
3.6
Career growth
2.9
Work-life
3.7
Employees rate it well for
Salary156Work Environment131Work Culture109Career Growth89Work Life Balance84
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