Portfolio Manager Job Vacancies in Thane

Were Hiring: Wealth Manager Sales (Banking / Financial Services / Broking)Location: Delhi Mumbai Bangalore Experience: Minimum 23 years in PMS , Mutual Funds & AIFAge: Up to 40 yearsAbout the Role:We are looking for passionate Wealth Managers with strong expertise in Portfolio Management Services (PMS) , Mutual Funds and Alternative Investment Funds (AIF) to join our growing team. This role demands a proactive approach to wealth creation and client relationship management.Will be responsible for primarily selling Equity based investment products (Investment Advisory, Portfolio Management Services, PMS)Responsible for identifying customer needs, assessing their risk appetite and providing them investment options .What Were Looking For: 23 years of relevant experience in PMS , Mutual funds & AIF Strong understanding of investment strategies Excellent communication & client management skills

We are now hiring partners with ABSLI.

Generating an investment policy statement, outlining our clients investment objectives. Constructing successful investment portfolios informed by market conditions and economic trends. Buying and selling securities in client accounts to maintain a specific investment strategy, or to reach an investment objective. Determining acceptable risk levels for clients based on time frames, risk preferences, return expectations, and market conditions. Maintaining new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and meeting with them to discuss their portfolio performance and investment objectives. Evaluating the performance of investment portfolios and ensuring compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures. Prospecting for new clients. Staying up to date with relevant investment and trading news, and economic trends.

Provide financial solutions to the customers while maintaining high service standards.Maintain complete customer profile including the risk profile, demographics and assets in the bank.Enrich relationships and garner higher wallet share through customer engagement activities.Deepen the existing relationships by cross selling the Bank&# products and services/ third party investment products.Identify potential customers who can be sold tailored products to enhance product penetration.Acquire new customers by converting referral leads.Achieve targets as assigned by the organization on a monthly basis.Record and track all engagement activities through the CRM system.Comply with KYC/SEBI rules, regulations, and legislation governing the Bank.

8+ Years of Experience in Product Portfolio Planning & Execution for B2B Pharma Products (minimum 5+ Years Experience in Injectable for Domestic & Europe Regulatory Market) Develop Potential Product list in line with Market, Customer, Revenue growth, competition to be focussed Preparing Portfolio Strategy & Product Identification from getting the lead from Market, Competitors, IMS & Export Data & Reviewing it on timely basis Forecasting the Future Requirement & Capacity of the Plant in regards to Product Demand, Regulatory Status, & Capacity Availability. Reviewing & Approving of Feasibility of Product Launch, Business Basket & Outsourcing Reviewing & Implementing the Strategy for Product Launch for Country, Product in RADAR, PMO, Etc. Reviewing & approving the Business Case. Good in Handling Stakeholders, Strong Communication & articulation. He should be able to leads the team

Should have good knowledge in Portfolio Management