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Portfolio Management

Bajaj Allianz Life

  • 1 - 6 yrs
  • Arumbakkam Chennai
Portfolio Manager
DescriptionWe are looking for a Portfolio Manager who will assess our clients risk tolerance and perform significant market research to develop portfolios that maximize their financial gains. A Portfolio Managers responsibilities include crafting investment packages and managing client expectations and transactions to achieve our clients overall objectives. Ultimately, you will work directly with clients to help them understand investment opportunities by setting client expectations, overseeing transactions and helping them reach their goals.ResponsibilitiesProvide client consultation to develop investment objectivesProvide advice and guidance for investment opportunities to customersCreate reports on investment performance and activityCommunicate with clients about their accounts, market conditions and economic trendsManage equity and bond portfolios to maximize investment returnsCommensurate acceptable levels of risk based on client instructions
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