Array ( [0] => portfolio-manager [1] => bhubaneswar ) Portfolio Management Jobs in Bhubaneswar,Portfolio Manager Job Vacancies in Bhubaneswar Odisha
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Portfolio Manager Job Vacancies in Bhubaneswar

Portfolio Manager (5-10 Years)

Adhikar Finance

  • 5 - 10 yrs
  • 6.5 Lac/Yr
  • Bhubaneswar
Portfolio Monitoring Portfolio Optimization Performance Evaluation Data Analysis Risk Management Market Research Quantitative Skills Financial Modeling Decision-making Client Relations
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.
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Wealth Relationship Manager

Skywings Advisors Private Limited

Relationship Manager Wealth Management HNI Acquisition HNI Sales Insurance Sales Equity Sales Mutual Funds Sales Banking Sales Product Portfolio Management Walk in
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.
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