Assistant Manager - PMS

Sharekhan; Mumbai; On-site; INR 600,000 - 900,000; Full time

Job summary

Sharekhan is seeking a proactive investment advisory professional in Mumbai to strengthen client relationships and drive portfolio growth. You will conduct portfolio reviews, deliver market insights, and support cross-selling initiatives to enhance client outcomes.

You will collaborate with RMs and BMs to service clients effectively and contribute to achieving business targets through consultative sales and advisory support.

Qualifications

Responsibilities

• Conduct regular client portfolio reviews to assess performance and align with client objectives.
• Build and maintain strong client relationships to drive satisfaction and retention.
• Provide product training, investment guidance, and market insights to clients and colleagues.
• Drive business growth through top-up investments and cross-selling opportunities.
• Collaborate with Relationship Managers and Branch Managers to support client servicing and sales initiatives.
• Identify client needs and recommend suitable investment solutions for portfolio growth.
• Monitor client portfolios and provide timely recommendations based on market developments.
• Ensure prompt follow-up and resolution of client queries, delivering superior client experience.
• Support investment discussions by presenting portfolio performance and market insights.
• Contribute to achieving business targets through advisory support and relationship-driven sales.

Skills

Client relationship management

Portfolio reviews

Cross-selling

Investment guidance

Market insights

Job description

• Conduct regular client portfolio reviews to assess performance, identify investment opportunities, and ensure alignment with client objectives and financial goals.

• Build and maintain strong client relationships, contributing to high levels of client satisfaction, engagement, and retention.

• Provide product training, investment guidance, and market insights to clients and internal stakeholders, enhancing product understanding and adoption.

• Drive business growth through top-up investments, cross-selling opportunities, and proactive portfolio enhancement recommendations.

• Collaborate closely with Relationship Managers (RMs) and Branch Managers (BMs) to support client servicing, business development initiatives, and operational requirements.

• Identify client needs through ongoing engagement and recommend suitable investment solutions to support portfolio growth and wealth creation objectives.

• Monitor client portfolios and provide timely recommendations based on market developments, investment opportunities, and changing client requirements.

• Ensure prompt follow-up and resolution of client queries, delivering a superior client experience and strengthening long-term relationships.

• Support investment discussions by presenting portfolio performance, product features, and relevant market insights in a clear and actionable manner.

• Contribute to the achievement of business targets through effective client management, advisory support, and relationship-driven sales opportunities