Hiring Portfolio Manager For Leading Mutual Funds Company(AMC) - Rourkela

Optimum Future

Rourkela, Odisha

Urgently Hiring Portfolio Manager For Leading Mutual Funds Company(AMC) - Rourkela

Designation: Portfolio Manager

Location:Rourkela

Ctc - 5 Lacs to 7 Lacs

Experience Required: 3-12 Years of experience in Banking, Securities, Mutual Funds Distribution House,, AMC, Burgundy RM, Affluent RM,Wealth Manager,

Candidate must be NISM certified,

Job Description
• To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele
• Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls
• Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling
• Achieving the business targets assigned in terms of up selling MF Products, enhancing and upgrading the Client Net worth relationships
• Profiling customers and provide financial products to meet customer needs
• Ensuring the highest... More Detail

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