Portfolio Modeling jobs

Manage high net worth client relationships, deliver investment solutions, and grow portfolio profitability through cross‑selling and strategic marketing initiatives.

Responsibilities

Address HNI clients for investment requirements
Assist development and implementation of marketing plans for acquiring new customers in the corporate space
Acquire and handle a group of HNI clients
Profile customers and provide financial products to meet customer needs
Deepen relationships by cross‑selling to mapped broking clients and services

Requirements

MBA
PGDBA
PGPM
AMFI certification
NISM certification

Skills

Business Development Portfolio Performance Analysis Portfolio Modeling Portfolio Management Business Analytics Financial Analysis Wealth Management

Portfolio Modeling jobs

Responsibilities

Skills

Benefits

Responsibilities

Requirements

Skills

Responsibilities

Requirements

Skills