Portfolio Manager Job Vacancies in Bhubaneswar

Key Responsibilities:1. Manage a portfolio of investments: You will be responsible for overseeing a portfolio of investments, including stocks, bonds, and other assets, to ensure they meet the client's financial goals.2. Conduct research and analysis: You will need to analyze market trends, economic indicators, and company financial statements to make informed investment decisions.3. Develop investment strategies: Based on your analysis, you will develop and implement investment strategies to maximize returns while minimizing risk.4. Monitor performance: Continuously monitor the performance of the portfolio and make adjustments as needed to ensure it stays on track to meet the client's objectives.5. Communicate with clients: You will regularly communicate with clients to provide updates on their portfolio performance, discuss investment strategies, and address any questions or concerns.Required Skills and Expectations:1. Strong financial background: A solid understanding of finance and investment principles is essential for this role.2. Analytical skills: The ability to analyze complex financial data and make data-driven decisions is crucial.3. Communication skills: Effective communication skills are necessary to explain investment strategies and performance to clients.4. Time management: The ability to prioritize tasks and manage multiple responsibilities is important in this fast-paced environment.5. Detail-oriented: Attention to detail is key to ensuring accurate analysis and monitoring of the portfolio.

Roles and Responsibilities:1. Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings.2. Manage clients through client visits, suggest financial products to the clients and achieve business target.3. Responsible for product penetration and increasing clients wallet share.4. Identifying prospective clients & acquiring new clients.5. Candidate should have experience of managing / acquiring wealth & HNI Customers.Required Profile1. Should have at least 4 Years of experience handling Wealth Product Sales.2. Any Graduate / Postgraduate with relevant Experience.3. Good relationship management and service focus skills.4. Good communication and presentation skills.5. Investment Product knowledge is mandatory.Perks & Benefits:Bi-annual appraisal program.Growth in fixed CTC twice in a year with attractive quarterly incentives.