Portfolio Manager

Portfolio Manager at Finoviser Financial Services LLP · Navi Mumbai, Mumbai · 1 - 2 years · ₹3L - ₹5L / yr · Profitable · Posted 12 Oct 2023

Portfolio Manager

at Finoviser Financial Services LLP

Posted by Pratiksha Patil

1 - 2 yrs

₹3L - ₹5L / yr

Navi Mumbai, Mumbai

Skills

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

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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About Finoviser Financial Services LLP

Founded :

2021

Type :

Services

Size :

20-100

Stage :

Profitable

About

Finoviser Financial Services is in the domain of Holistic Wealth Management through Financial product distribution PAN India. Encompassing Mutual fund distribution, Multi-Assets product advisory, Insurance distribution & advisory, Real estate advisory to all sections of society including Esteemed Investors , Reputed institutions, Trusts, Societies etc. These sections will be catered to directly or through a network of qualified distributors. Currently, there are various distributors offering wealth management and multi asset advisory services such as banks and large broking entities whose services and reach is limited to metros and grade A cities. It is estimated that 20-25% of HNWI population lives outside major cities and is mainly served by unorganized players. Looking at this opportunity Finoviser Financial Services will be operating across length and breadth of the country, It will play an Instrumental role in spreading financial education through thought leadership, ably supported by trained and well-advised professionals thereby ensuring financial inclusion of each and every section of society.