Portfolio Manager

Portfolio & Investment Management

• Manage client portfolios across equities, mutual funds, debt instruments, and insurance-based investments.
• Evaluate client financial goals, risk appetite, and investment horizon.
• Design customized investment strategies and asset allocation models.
• Monitor portfolio performance continuously and rebalance as required.
• Interact with clients for regular portfolio review meetings.
• Explain investment rationale, market updates, and performance reports.
• Provide proactive advisory services to maximize client satisfaction and retention.

Minimum 2 years of experience as a Portfolio Manager, Dealer, Research Analyst, or Investment Advisor.

Strong knowledge of:

Equity & Stock Markets

Mutual Funds & SIP Planning

Asset Allocation

Risk Management

Good understanding of macroeconomic trends and financial instruments.

Strong analytical, presentation & client-handling skills.

Salary & Benefits

CTC: ₹5.8 Lakhs Per Annum

Performance-based incentives

Learning & certification support

Career progression to:

Senior Portfolio Manager

Investment Head