Portfolio Manager

Seth Mannulal Jagannath Trust; Jabalpur; On-site; INR 600,000 - 900,000; Full time

Job summary

Seth Mannulal Jagannath Trust is seeking a wealth management professional to acquire and manage HNI/UHNI clients and provide comprehensive asset allocation and advisory services.

The role focuses on portfolio growth, holistic financial planning across equities, funds, PMS, AIF, bonds and real estate, while maintaining strong client relationships and adherence to SEBI guidelines.

Qualifications

• Strong knowledge of Mutual Funds, Equities, PMS, Insurance, Bonds
• Excellent communication and relationship building

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

Mutual Funds

Equities

PMS

Insurance

Bonds

Job description

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