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Portfolio Manager

Pratiksha Patil's profile picture
Posted by Pratiksha Patil
1 - 2 yrs
₹3L - ₹5L / yr
Full time
Navi Mumbai, Mumbai
Customer Relationship Management (CRM)
  • Analyse client’s financial status (e.g., income, expenses and liabilities)
  • Examine and suggest financial opportunities (e.g., insurance plans, investment strategies)
  • Develop sound financial plan and budgets for clients according to their changing needs.
  • Help clients implement their plans and carry out transactions.
  • Present and sell suitable financial products and services.
  • Build strong relationships to retain existing clients.
  • Maintain updated knowledge of regulations, practices and financial products.
  • Ability to do gap analysis and designing counter action plan (if needed)
  • Periodic review with the client on his report as per set plan
  • Portfolio rebalancing
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Subodh Popalwar

Software Engineer, Memorres
For 2 years, I had trouble finding a company with good work culture and a role that will help me grow in my career. Soon after I started using Cutshort, I had access to information about the work culture, compensation and what each company was clearly offering.
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Subodh Popalwar's profile image

Subodh Popalwar

Software Engineer, Memorres
For 2 years, I had trouble finding a company with good work culture and a role that will help me grow in my career. Soon after I started using Cutshort, I had access to information about the work culture, compensation and what each company was clearly offering.
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