Portfolio Manager For Leading Mutual Funds @ Optimum Future Hiring

Job Description

Urgently Hiring Portfolio Manager For Leading Mutual Funds Company(AMC) - Shillong

Designation: Portfolio Manager
Location: Shillong
Salary - 4 Lacs to 5.50 Lacs
Experience Required: 3-10 Years of experience in Banking, Securities, Mutual Funds Distribution House,, AMC, Burgundy RM, Affluent RM,Wealth Manager,
Candidate must be NISM VA certified

Job description
1. To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele
2. Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls
3. Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling
4. Achieving the business targets assigned in terms of up selling MF Products, enhancing and upgrading the Client Net worth relationships
5. Profiling customers and provide financial products to meet customer needs
6. Ensuring the highest levels of service to the client /HNI customers
7. Providing Investment planning and advice
8. Achieving sales and revenue targets spread across product mix
9. One point contact for the assigned customer

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Keyskills:   banking investment management relationship management mutual funds portfolio management investment banking wealth management securities hni acquisition equity derivatives