Portfolio Manager-(3+ Years)-Bangalore
It’s SEBI-registered, wealth management company, driven by one credo: to respect and manage others’ money as we would our own. Nineteen years in business and motivated our team to be customer-oriented team players and employ the best possible financial planning processes and tools to transform lives.
Location-Bangalore
Your Future Employer
You will be joining a leading financial services organization known for its inclusive work culture, commitment to innovation, and focus on employee development.
Responsibilities
- Creating and managing tailor-made portfolios for clients that meet their financial needs and requirements
- Providing timely and sound financial advice to maximize client benefits
- Ensuring active client engagement and participation in financial planning through after-sales service and client outreach
- Generating revenues by aligning appropriate financial instruments to meet client’s financial goals. Job involves working with reasonable targets
- Acquiring new clients through referrals and innovative marketing initiatives
Requirements
- Postgraduate in any discipline/ Certified Financial Planner (CFPCM) I Certifications in NISM X-A and X-B
- Minimum 3 years of industry experience
- Candidates with experience as Wealth advisors/ Wealth managers are preferred
- Research and analytical skills
- Negotiation and influencing skills as well as determination and tenacity
What's in it for you
- Opportunity to work with a market leader in financial services
- Competitive salary and benefits package
- Collaborative and inclusive work environment
- Professional development opportunities
Reach us
If you feel this opportunity is well aligned with your career progression plans, please feel free to reach me with your updated profile at komal.virk@crescendogroup.in
Disclaimer
Crescendo Global specializes in Senior to C-level niche recruitment. We are passionate about empowering job seekers and employers with an engaging memorable job search and leadership hiring experience. Crescendo Global does not discriminate on the basis of race, religion, color, origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Note
We receive a lot of applications on a daily basis so it becomes a bit difficult for us to get back to each candidate. Please assume that your profile has not been shortlisted in case you don't hear back from us in 1 week. Your patience is highly appreciated.
Profile keywords
Portfolio management, Financial analysis, research & analytics, new clients acquisition, business development.