Description
We are looking for a Portfolio Manager who will assess our clients risk tolerance and perform significant market research to develop portfolios that maximize their financial gains. A Portfolio Managers responsibilities include crafting investment packages and managing client expectations and transactions to achieve our clients overall objectives. Ultimately, you will work directly with clients to help them understand investment opportunities by setting client expectations, overseeing transactions and helping them reach their goals.
Responsibilities
Provide client consultation to develop investment objectives
Provide advice and guidance for investment opportunities to customers
Create reports on investment performance and activity
Communicate with clients about their accounts, market conditions and economic trends
Manage equity and bond portfolios to maximize investment returns
Commensurate acceptable levels of risk based on client instructions
- Experience1 - 6 Years
- No. of Openings20
- EducationB.A, B.Arch, B.C.A, B.B.A, B.Com, B.E, B.Tech, Any Bachelor Degree, Post Graduate Diploma, Any Master Degree
- RolePortfolio Manager
- Industry TypeEducation / Teaching / Training / Colleges /Institutes / Universities
- Gender[ Male / Female ]
- Job CountryIndia
- Job TypeWork from Office