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| Job Location | Bangalore |
| Education | Not Mentioned |
| Salary | Not Disclosed |
| Industry | Recruitment Services |
| Functional Area | Sales / BD |
| EmploymentType | Full-time |
Senior Portfolio Manager Wealth Management | Welcome to Consult Us Senior Portfolio Manager - Wealth Management Senior Portfolio Manager - Wealth Management Business Unit: Wealth Management Reporting to:Wealth Management Head Location: Bangalore Apply Now Wealth Management Portfolio Manager: Role Description: The Portfolio Manager is a key pivot in the functioning of the business. He / she is responsible to acquire families of the desired client segment (disposable surplus between Rs 5 - 25 Cr) using the core proposition of risk profiling , asset allocation , and enhanced client management. He / she is responsible for evaluating the risk profile using advanced scientific tools , conducting asset allocation recommendations to the clients based on the stance taken by the Research Team in the organization , exhibit the various offerings that the Product Team including its key features , advantages and benefits. Post this , conducting the relevant paper work for the said set of ideas and products. Regular and systematic reviews of a certain quality and above are the key part of the Service proposition for this role. The critical skill sets that this profile requires are an in - depth knowledge of all wealth management products & services , strong communication , negotiation & problem solving skills , reactiveness , high customer & target orientation. Apply Now ,
Keyskills :
accountsdeliveryminingstrategyproblemsolvingassetallocationwealthmanagementsystematicreviewssetriskpivotwealthsurplusreviewsresearchbusinessfeaturesnchingreptingtfolio