Role Overview

Key Highlights

Job Location: mumbai

Designation: Portfolio Manager – Private Wealth (Offline Sales)

Experience: 6 - 7 years

Functional Area: Sales

About the Role

A Portfolio Manager studies and analyzes the state of the stock market, determines the best investment strategies and opportunities, manages client Portfolio as guided by Research Team, and addresses questions and concerns of investment clients.

Reporting To : Vice President - Sales

Joining Time: ASAP

CTC : As per industry standards

Key Roles and Responsibilities 

  • Monitors client investments.
  • Maintains records and files of all portfolio activity.
  • Keeps clients up to date on the state of their portfolios.
  • Studies stock market trends on a daily basis and regular touch with Research Team.
  • Analyzes the IRR, and other investment opportunities.
  • Applies knowledge of trends to client portfolios, suggesting changes or adjustments accordingly.
  • Meets with clients to determine their investment goals.
  • Studies client’s financial holdings, income, and financial background.
  • Advises clients on the best investment opportunities and strategies for their lifestyle.
  • Explains and differentiates between various investment opportunities, stocks, and funds.
  • Macro Market & Economy Understanding.
  • Expert Level Understanding on Financial Products / Asset Classes.
  • Financial Planning / Portfolio Management.
  • Customer centricity, Result Orientation, Collaborative Skills, Innovative Approach.

 

Job Profile Requirement 

  • MBA/PGDBM /CFA.
  • Fluency in English, Hindi & any one regional language.
  • Excellent communication & presentation skills. (Both written, verbal & visual)
  • High degree of accuracy.
  • NISM certification preferred. (Valid Mandatory Certificates as per regulatory requirement/s)
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SEBI Registered Investment Adviser Details:

Registered Name: Equentis Wealth Advisory Services Private Limited
Type of Registration: Non-Individual
Registration No.: INA000003874
Validity: Dec 08, 2015 – Perpetual

Address: Equentis Wealth Advisory Services Private Limited, Marathon Futurex, A-603 6th Floor, Mafatlal Mills Compound, N M Joshi Marg, Lower Parel East, Mumbai 400013
Telephone: +91 22 61013800/18 | Email: support@researchandranking.com | © Copyright 2021 Equentis Wealth Advisory Services Pvt. Ltd. All Rights Reserved. | GSTIN : 27AADCE9006E1ZV
Principal Officer: Manish Goel, Email: manish@equentis.com, +91 22 61013800

SEBI Office Details: SEBI Bhavan BKC

Address: Plot No.C4-A, 'G' Block Bandra-Kurla Complex, Bandra (East), Mumbai - 400051, Maharashtra | Tel : +91-22-26449000 / 40459000 | Fax : +91-22-26449019-22 / 40459019-22
Email: sebi@sebi.gov.in | Toll Free Investor Helpline: 1800 22 7575


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