Portfolio Manager
Seth Mannulal Jagannath Trust · Jabalpur · onsite · Posted 53d ago
About a minute. You'll make an account on the way through.
About this role
Role Objective:
To acquire and manage HNI/UHNI clients and provide holistic wealth management solutions.
Key Responsibilities:
• Manage existing portfolio of clients - deepening & retention
• Financial planning - Asset allocation across Equity, Debt, Mutual Funds, PMS, AIF, Insurance, Bonds, FDs, Real Estate
• Achieve AUM, Revenue, SIP, Insurance & product targets
• Conduct portfolio reviews, rebalancing and provide market updates to clients
• Ensure compliance, risk profiling and suitability as per SEBI guidelines
• Coordinate with product team & research for investment advisory
• Maintain CRM and ensure high client satisfaction & NPS
Skills Required:
• Strong knowledge of Mutual Funds, Equities, PMS, Insurance, Bonds
• Excellent communication & relationship building
Sourced from naukri