S
Sharekhan
Manager - Portfolio Management
2 months ago
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Important information
Contract type:
Permanent
Location:
Mumbai, Maharashtra, India
Work mode:
Onsite
Published on:
19 August 2026
What they need
- Conduct portfolio reviews and recommend portfolio rebalancing opportunities.
- Build and maintain strong client relationships to drive satisfaction and retention.
- Provide product training and investment guidance to clients and internal stakeholders.
- Generate business through portfolio top-ups and cross-selling opportunities.
- Partner with Relationship Managers and Branch Managers to support client servicing and business growth.
- Identify client needs and recommend suitable investment solutions.
- Ensure timely resolution of client queries and enhance client experience.
- Prepare portfolio review reports, presentations, and investment updates.
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