Portfolio Manager

21

Applications

Navi Mumbai
Full-Time
Junior: 1 to 3 years
3L - 6L (Per Year)
Posted on Jul 14 2023

Not Accepting Applications

About the Job

Skills

field sales
Sales Management
Customer Relationship Management (CRM)

The Portfolio Manager is responsible for overseeing and managing investment portfolios on behalf of clients or a financial institution. They analyze market trends, evaluate investment opportunities, and make informed decisions to maximize returns and minimize risk. The Portfolio Manager works closely with clients to understand their financial goals and risk tolerance, and develops personalized investment strategies to achieve those goals. They monitor portfolio performance, adjust investment allocations as necessary, and provide regular reports and updates to clients. The Portfolio Manager stays updated on market developments, economic indicators, and industry trends to make informed investment decisions. They collaborate with a team of analysts, traders, and other professionals to execute investment strategies effectively. The Portfolio Manager also ensures compliance with regulatory guidelines and manages client expectations and relationships. Strong analytical skills, financial acumen, and a deep understanding of investment markets are essential for success in this role.

Key Responsibilities:

  1. Analyze market trends, economic indicators, and industry developments to identify investment opportunities.
  2. Develop investment strategies tailored to clients' financial goals and risk tolerance.
  3. Monitor portfolio performance, evaluate asset allocation, and adjust investments as needed.
  4. Conduct thorough research and due diligence on potential investments, including stocks, bonds, mutual funds, and alternative assets.
  5. Collaborate with analysts, traders, and other professionals to execute investment strategies effectively.
  6. Provide regular reports and updates to clients on portfolio performance, market trends, and investment recommendations.
  7. Stay updated on regulatory guidelines and ensure compliance with applicable laws and regulations.
  8. Manage client relationships, understand their investment objectives, and address their inquiries and concerns.
  9. Conduct presentations and meetings with clients to discuss investment strategies and performance.
  10. Continuously assess and manage investment risks, and implement risk mitigation strategies as appropriate.


About the company

Uponly.in is among Indias leading wealth management company led by a Mumbai based team of techno-financial experts working on a mission to bring transparency, simplicity, and convenience in the way people invest their money

Industry

Financial Services

Company Size

201-500 Employees

Headquarter

Navi Mumbai

Other open jobs from UPONLY Finserv