Portfolio Strategist- New Delhi
1 Nos.
131230
Full Time
12.0 Year(s) To 15.0 Year(s)
60.00 LPA TO 70.00 LPA
Accounts / Finance / Tax / CS / Audit
Banking/Financial Services
Any - Any Post-Graduation
Job Description:
- Finance
- Contribute to achieving financial targets and business composition goals of the organization.
- Achieve ROI that surpasses the benchmark index while managing acceptable risk levels.
Client
- Guide Wealth Managers on the latest products to enhance their sales pitches.
- Engage in internal discussions to develop house views across asset classes and create investment strategies.
- Propose new product concepts to the Investment Committee.
- Contribute ideas to enhance the investment platform (automation, process optimization, regulatory compliance).
- Ensure client satisfaction by aligning portfolios with risk tolerance and financial goals.
- Build strong, long-term client relationships with high retention.
- Provide clear updates on portfolio performance and market conditions.
- Tailor investment strategies for client goals (retirement, education, wealth preservation).
Risk & Governance
- Comply with regulations and internal policies.
- Conduct quarterly portfolio reviews with clients.
- Contribute to systemization and platform strengthening.
- Maintain confidentiality of sensitive information.
- Manage financial, regulatory, and reputational risks.
People
- Participate in cross-functional projects.
- Foster teamwork and collaboration.
- Engage with internal stakeholders, especially investment teams.
- Pursue certifications and learning initiatives as per development plan.
Offered Benefits / Facilities :
Key Skills :
Company Profile
Welcome to --- ---. We provide end-to-end --- --- management solutions for High Net Worth Individuals (HNIs). We aspire to be the most trusted --- advisors in India. This is a vision shared by our people and is predicated on a commitment to uphold the highest standards of conduct and service in all our dealings. Our range of financial planning and --- management services is sophisticated yet simple to understand.
Apply Now
- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.