Manager - Portfolio Management

Sharekhan; Mumbai; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Sharekhan in Mumbai seeks an investment advisor to conduct portfolio reviews, recommend rebalancing opportunities, and maintain strong client relationships. You will provide product training and investment guidance to clients and internal stakeholders, while driving growth through top-ups and cross-selling.

Collaboration with RM and Branch Managers will be essential to support servicing and business development.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Portfolio reviews

Relationship management

Client engagement

Cross-selling

Investment guidance

Training delivery

Job description

• 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.